Patrick Payton, Crpc® Email and Phone Number
Patrick Payton, Crpc® work email
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- Valid
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Patrick Payton, Crpc® personal email
With over ten years of experience in the financial services industry, I am a Wealth Manager at Citi, where I help clients achieve their financial goals and objectives. I hold the CRPC (Chartered Retirement Planning Counselor) certification, life insurance, and the Series 7 and 66 licenses which demonstrate my knowledge and expertise in wealth management, investment, and compliance.My focus is to provide personalized and comprehensive financial advice and solutions, based on each client's unique needs, preferences, and circumstances. I partner with a team of specialists and experts to deliver a holistic and integrated approach to wealth management, covering investment, banking, lending, insurance, and estate planning. I also build and maintain long-term and trusting relationships with my clients, based on integrity, transparency, and professionalism. I use my skills in customer relationship management (CRM) and finance to ensure client satisfaction and retention, as well as to identify and attract new opportunities and referrals.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
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Assistant Vice President Wealth Solutions - Wealth ManagementCiti Nov 2020 - PresentGreater St. Louis-Voice of the Employee -Mentor
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Senior Financial AdvisorWells Fargo Advisors Oct 2018 - Nov 2020Greater St. Louis Area -
Financial AdvisorWells Fargo Advisors Mar 2017 - Oct 2018Greater St. Louis Area
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Loss Mitigation ConsultantU.S. Bank Apr 2016 - Mar 2017Earth City, Missouri -
Customer Service RepresentativeU.S. Bank Sep 2014 - Apr 2016Chesterfield, Mo
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Insurance Specialist At State FarmState Farm ® Oct 2013 - Apr 2014Chesterfield, Missouri -
Intern-Sales RepresentativeFarmers Insurance Jun 2012 - Jun 2013Chesterfield, Missouri -
Sales ManagerPayton Place Lawn Care Jan 2006 - Jun 2012Wentzville, Missouri, United StatesI was in charge of a sales team to promote new clientele.
Patrick Payton, Crpc® Skills
Patrick Payton, Crpc® Education Details
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Masters 3.93 -
Business/Commerce
Frequently Asked Questions about Patrick Payton, Crpc®
What company does Patrick Payton, Crpc® work for?
Patrick Payton, Crpc® works for Citi
What is Patrick Payton, Crpc®'s role at the current company?
Patrick Payton, Crpc®'s current role is AVP @ Citi | CRPC, Series 7 and 66.
What is Patrick Payton, Crpc®'s email address?
Patrick Payton, Crpc®'s email address is pa****@****ors.com
What schools did Patrick Payton, Crpc® attend?
Patrick Payton, Crpc® attended Lindenwood University, University Of Missouri-Saint Louis.
What are some of Patrick Payton, Crpc®'s interests?
Patrick Payton, Crpc® has interest in Disaster And Humanitarian Relief, Environment, Education, Economic Empowerment.
What skills is Patrick Payton, Crpc® known for?
Patrick Payton, Crpc® has skills like Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Powerpoint.
Who are Patrick Payton, Crpc®'s colleagues?
Patrick Payton, Crpc®'s colleagues are Jaime M., Stuart Dickerson, Manoj Sanas, Md Saimon, Seredkin Vladimir, Jiselle Viera, Andrew Hanna.
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