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@wellsfargo.com
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Patrick Harrison is listed as Senior Financial Advisor at CUSO Financial Services, LP at CUSO Financial Services, LP, a company with 333 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Patrick Harrison.
Patrick Harrison previously worked as Senior Financial Advisor at Cuso Financial Services, Lp and VP Business Development at Ambrose Magnetics. Patrick Harrison holds Finance, Investments, Accounting from University Of Portland.
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AeroLeads found 1 current-domain work email signal for Patrick Harrison. Compare company email patterns before reaching out.
I have been in the finance arena since 2004. Have become proficient at wealth management and the different avenues of achieving goals. Educating clients on their options, and guiding them down the right path to where they see themselves; this is my experience and my goal. Helping people understand their position and their future is imperative to them and a privilege to me.In the fall of 2012 I began business development for a re-launch of a company that started in the 1980's, sold then closed its doors. In this role I began building relationships with various companies to become distributors of our products that have numerous beneficial uses. Working directly with affluent consumers for seven years allowed me to make a smooth transition to working with the proprietors and managers of small to large size companies.My passion is working with consumers on their financial goals. Obtaining my CFP designation is my next task.Licenses: Series 6, Series 7, Series 63, Series 66 Licenses; Life Insurance License
Listed skills include Wealth Management, Investments, Series 7, Strategic Financial Planning, and 11 others.
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Tacoma, WA
Building lasting relationships with individuals and families to help them achieve their financial, retirement, investment and estate goals. Full service brokerage platform to fill any need a client could have.I like to begin with your specific goals and wishes are. Education is imperative; helping you understand all of your options to achieve your goals.
Portland, Oregon Area
Position where I am working with the proprietor on building a network of distributors/conduits for the sales of our products. Reaching out to several businesses, large and small, and building relationships with them to be our conduit to consumers and other businesses. This is a startup company that recently launched, but will be in full force in the coming.
Portland, Oregon Area
Relationship Management position where we provide thorough financial planning (banking, insurance, investments, retirement, lending, charitable giving, trusts) to help our clientele achieve financial freedom and success. The clientele I work with and specialize in have a minimum balance of $250k in liquid assets, up through $2 million. Earning all of their.
Portland, Oregon Area
Financial Advisory position; first and foremost is taking care of the client with a personal relationship and help them achieve financial goals. I head a team of financial experts to cover investments, retirements, banking, lending, liabilities, insurance, and tax efficient transfer of wealth. Minimum qualifications to be considered a potential client are.
Portland, Oregon Area
Manager position where I am responsible for outbound and walk in sales. Analyze daily reports and projections of conducted sales, their relation to the set goals of the branch, and how to achieve above and beyond those goals. After years of successful banker experience, I coach the bankers and tellers to better assess financial needs of customers to earn.
Enhanced Licensed Banker; Banker position in which I am setting up several different accounts for customers, such as CD's, deposit accounts, credit products, mutual funds, qualified and non-qualified retirement accounts. Licensed to sell stocks, bonds, annuities, mutual funds, and insurance. I help walk-in customers as well outside promotion of the bank.
Other employees you can reach at cusonet.com. View company contacts for 333 employees →
Jim Dubina Iii
Colleague at Cuso Financial Services, LpDallas, Texas, United States, United States
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JA
Jeremy A Hawkins, Awma, Aams, Crpc®
Colleague at Cuso Financial Services, LpVancouver, Washington, United States, United States
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Jeri Bitner
Colleague at Cuso Financial Services, LpEl Cajon, California, United States, United States
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Gregory Lambesis
Colleague at Cuso Financial Services, LpSt Albans, Vermont, United States, United States
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JS
Jonathan Stroup
Colleague at Cuso Financial Services, LpCleveland, Ohio, United States, United States
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PR
Philip Rubia
Colleague at Cuso Financial Services, LpLa Habra, California, United States, United States
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HB
Hanna Bunnell
Colleague at Cuso Financial Services, LpBangor, Maine, United States, United States
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TP
Tim Pester
Colleague at Cuso Financial Services, LpDelaware, Ohio, United States, United States
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AL
Andrew Lewis
Colleague at Cuso Financial Services, LpMetropolitan Fresno, United States
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Nick Song
Colleague at Cuso Financial Services, LpPittsburgh, Pennsylvania, United States, United States
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Activities and Societies: University of Portland Financial Management Investment Association (UPFMIA); Pi Tau Sigma
Quick answers generated from the profile data available on this page.
Patrick Harrison works for CUSO Financial Services, LP.
Patrick Harrison is listed as Senior Financial Advisor at CUSO Financial Services, LP at CUSO Financial Services, LP.
AeroLeads has found 1 work email signal at @wellsfargo.com for Patrick Harrison at CUSO Financial Services, LP.
Patrick Harrison is based in Portland, Oregon, United States while working with CUSO Financial Services, LP.
Patrick Harrison has worked for Cuso Financial Services, Lp, Ambrose Magnetics, Bank Of The West, Wells Fargo Bank, and Northwestern Mutual.
Patrick Harrison's colleagues at CUSO Financial Services, LP include Jim Dubina Iii, Jeremy A Hawkins, Awma, Aams, Crpc®, Jeri Bitner, Gregory Lambesis, and Jonathan Stroup.
You can use AeroLeads to view verified contact signals for Patrick Harrison at CUSO Financial Services, LP, including work email, phone, and LinkedIn data when available.
Patrick Harrison holds Finance, Investments, Accounting from University Of Portland.
Patrick Harrison is listed with skills including Wealth Management, Investments, Series 7, Strategic Financial Planning, Loans, Series 63, Retirement Planning, and Commercial Lending.
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