Patrick Steffen Email & Phone Number

Welcome! My name is Patrick Steffen and I currently work for Huntington Private Bank as a Client Advisor Analyst where I strive to provide a Category of 1 service experience for our high-net worth clients.In May of 2020, I graduated from Ashland University where I majored in Finance with a Marketing minor. At Ashland, I was fortunate enough to be involved on campus and lead multiple organizations. I was able to serve as a Co-Captain of the Ashland University Men’s Golf Team my junior and senior year, have the role of an Equity Analyst for the Eagle Investment Group and was elected to serve as the President of Phi Delta Theta Ohio Mu.As a young professional, I am very eager and excited to learn more about the Wealth and Investment Management industry!

Listed skills include Microsoft Office, Leadership, Customer Service, Performance Motivation, and 5 others.

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  Ashland University

  Finance