Patrick Lister, Crpc® Email and Phone Number
Patrick Lister, Crpc® work email
- Valid
- Valid
Patrick Lister, Crpc® personal email
Patrick Lister, Crpc® is a Senior Investment Counselor at Fisher Investments at Fisher Investments. He possess expertise in leadership, leadership development, team leadership, project management, human resources and 12 more skills. He is proficient in Spanish.
Fisher Investments
View- Website:
- fisherinvestments.com
- Employees:
- 2996
-
Investment CounselorFisher Investments Jun 2017 - PresentCamas, Washington
-
Financial Specialist Team Manager, VpPnc Sep 2014 - Apr 2017Southwest, PennsylvaniaAs the acting principal securities officer, leading and overseeing all aspects of the sales management process of a team of 13-40 financial specialists across Southwestern Pennsylvania. Focused on hiring, recruiting, and developing a talented and engaged workforce. Monitoring trades and recommendations, ensuring ethical and suitable sales behaviors, and overseeing the service standards to increase client loyalty. Additionally, establishing and developing partnerships throughout the retail network, including all lines of business. Managing a team to stay compliant and up to date with licensing, continuing education and FINRA and SEC regulations. -
Branch Sales Manager, VpPnc Dec 2012 - Sep 2014Pittsburgh, PaLeading an active team of 10-15 employees in a large banking center with a deposit base of ~150 million in deposits. Responsible for the development and engagement of retail team members working in conjunction with partners from business banking, private client services, and wealth management to develop organic growth and service.
-
Branch ManagerM&T Bank Jul 2010 - Dec 2012Washington D.C. Metro AreaServe as a proactive team leader in the M&T Branch system, committing to sales and service. Responsible for directing retail sales and business development. Manage a portfolio of business clients and develop the bank’s presence in the community while enhancing business relationships. -
Assistant ManagerM&T Bank Jul 2007 - Jul 2010Washington D.C. Metro AreaManage the operations of the Retail Banking Branch in absence of branch manager. Conferring and working in conjunction with branch manager in resolving employee issues, new hiring, scheduling of the branch, employee appraisals, and employee development. Maximizing the efficiency of the branch as an individual profit center, maximizing loan and deposit account volumes. Developing new business as well as retaining current households through a directed market plan and sales call program.
-
Personal BankerM&T Bank Aug 2006 - Jul 2007Washington, ConnecticutManage a portfolio of clients, reviewing the financial strength of household portfolios, recommending and providing the various products and services to meet those needs. Stay concurrent on operational compliance, making risk management decisions, managing preventable losses and reducing fraudulent activity.
-
Financial SpecialistM&T Securities Aug 2006 - Jul 2010Washington D.C. Metro AreaProfiling clients of M&T Bank, selling and referring investment or insurance products that would better suit the needs of the client. Ensuring compliance with Federal FINRA and SEC regulations, and assisting M&T in achieving sales and revenue thresholds for the profit center. I currently hold a series 7, 65, 63 and 6 license in DC, MD, VA
-
Management TraineeWegmans Food Markets Aug 2000 - Aug 2006Syracuse And Buffalo, NyI participated in an organized program that prepared collegiate level employees for full-time management positions. Develops management qualities that are intended to assist in exceeding customer expectations as well as support and effectively lead a staff of employees.Accounting and Service Rep.Meeting the needs of customers that required service (i.e., check cashing, money orders, money grams, express payments, refunds, exchanges, lotto validations, loans, etc.) Responsible and accountable for the balancing of registers, processing money transfers, and decreasing our exposure to loss and theft.Front End Coordinator and CashierMonitoring and supervising the transactions that are completed through our front end registers. Supporting employees to ensure efficient service during the payment of goods.
Patrick Lister, Crpc® Skills
Patrick Lister, Crpc® Education Details
-
Cum Gpa 3.84 -
Spanish, And Communications
Frequently Asked Questions about Patrick Lister, Crpc®
What company does Patrick Lister, Crpc® work for?
Patrick Lister, Crpc® works for Fisher Investments
What is Patrick Lister, Crpc®'s role at the current company?
Patrick Lister, Crpc®'s current role is Senior Investment Counselor at Fisher Investments.
What is Patrick Lister, Crpc®'s email address?
Patrick Lister, Crpc®'s email address is pw****@****mtb.com
What schools did Patrick Lister, Crpc® attend?
Patrick Lister, Crpc® attended The Catholic University Of America, State University Of New York At Buffalo.
What skills is Patrick Lister, Crpc® known for?
Patrick Lister, Crpc® has skills like Leadership, Leadership Development, Team Leadership, Project Management, Human Resources, Networking, Process Improvement, Cross Functional Team Leadership, Strategic Partnerships, Communication, Spanish English, Management.
Who are Patrick Lister, Crpc®'s colleagues?
Patrick Lister, Crpc®'s colleagues are Sagar Rijal, Matthew Mccarthy, Tracy Voumbo, Russ Mccary, Lauren Fitzgerald, Erica Caruso, Md Sharif.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial