Regional Vice President - Mountain Region
Current
Sep 2021 - Present
AeroLeads people directory · profile
Patrick Farris, Cima®, Csric™ Email & Phone Number
Regional Vice President - Mountain Region at Touchstone Investments
at
Touchstone Investments
1 work email found
@colorado.edu
1 phone found area 303
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Regional Vice President - Mountain Region at Touchstone Investments
Location
Denver, Colorado, United States
Company size
Who is Patrick Farris, Cima®, Csric™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Farris, Cima®, Csric™ is listed as Regional Vice President - Mountain Region at Touchstone Investments at Touchstone Investments, a company with 100 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at colorado.edu, phone signal with area code 303, and a matched LinkedIn profile for Patrick Farris, Cima®, Csric™.
Patrick Farris, Cima®, Csric™ previously worked as Regional Vice President - Mountain Region at Touchstone Investments and Director - Mountain & Southern CA. Region at Great Lakes Advisors. Patrick Farris, Cima®, Csric™ holds Bas, Economics from University Of Colorado At Boulder.
Company email context
Email format at Touchstone Investments
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*@colorado.edu
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AeroLeads found 1 current-domain work email signal for Patrick Farris, Cima®, Csric™. Compare company email patterns before reaching out.
Profile bio
About Patrick Farris, Cima®, Csric™
Securities offered through Touchstone Securities, Inc., member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. (“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.
Current workplace
Patrick Farris, Cima®, Csric™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Touchstone Investments
8 roles
Patrick Farris, Cima®, Csric™ work experience
A career timeline built from the work history available for this profile.
Director - Mountain & Southern Ca. Region
Mar 2019 - Sep 2021
Associate Director
Jul 2016 - Mar 2019
Senior Internal Sales Consultant
Oct 2014 - Jun 2016
Internal Sales Consultant
- Patrick works 1 on 1 with an external partner, Brett Cohen, to build strong relationships and provide financial and business consulting to financial advisors in the Western Carolinas region.- The team works with these advisors to bring them the most up-to-date financial analysis on all Janus products and industry related material.- He strives to help.
Jan 2013 - Sep 2014
Sales Support Associate
- Patrick worked to support 42 Internal Sales Consultants with their everyday business needs. - Needs consisted of: Running financial analysis (Morningstar, Zephyr on Demand, Fi360, ect.) Sales and territory Microsoft Excel reports Assisted with requests from Financial Advisors Fielded incoming phone calls
Sep 2012 - Jan 2013
Special Events And Concessions
- Patrick worked with an expansive team throughout numerous venues supporting the sales, delivery, and proper placement of all Coors Distributing Company's product.- He ensured product was correctly marketed and accounted for during special events, concerts, and sporting events.
May 2011 - Dec 2012
Operations Specialist
- Patrick was assigned numerous RIA firms which he was responsible for new account creation and periodic investments. - He worked with Envestnet's web based softwareuploading Investment Policy Statements and forwarding trades to portfolio specialists.
Feb 2012 - Sep 2012
Team & coworkers
Colleagues at Touchstone Investments
Other employees you can reach at touchstoneinvestments.com. View company contacts for 100 employees →
NM
Natalie Mcdonald
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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KM
Ken Mcclintock, Crpc®, Crc®
Colleague at Touchstone InvestmentsGreater Houston, United States
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SM
Sandy Mcguire
Colleague at Touchstone InvestmentsGreater Boston, United States
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SK
Siegfried Koenig
Colleague at Touchstone InvestmentsMandurah, Western Australia, Australia, Australia
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JG
James Grifo
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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BJ
Beverly Johnson
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
MB
Michael Broxterman
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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CF
Christopher Frost, Cfa
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
JD
Joe Dent
Colleague at Touchstone InvestmentsUnited States, United States
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HH
Heather Hoerst
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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Natalie Mcdonald
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
KM
Ken Mcclintock, Crpc®, Crc®
Colleague at Touchstone InvestmentsGreater Houston, United States
View →
SM
Sandy Mcguire
Colleague at Touchstone InvestmentsGreater Boston, United States
View →
SK
Siegfried Koenig
Colleague at Touchstone InvestmentsMandurah, Western Australia, Australia, Australia
View →
JG
James Grifo
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
BJ
Beverly Johnson
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
MB
Michael Broxterman
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
CF
Christopher Frost, Cfa
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
JD
Joe Dent
Colleague at Touchstone InvestmentsUnited States, United States
View →
HH
Heather Hoerst
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
3 education records
Patrick Farris, Cima®, Csric™ education
Bas, Economics
Investment Management Theory & Practice, A Cima (R) Registered Education Program
Education record
Clayton High School - Clayton, Mo
FAQ
Frequently asked questions about Patrick Farris, Cima®, Csric™
Quick answers generated from the profile data available on this page.
What company does Patrick Farris, Cima®, Csric™ work for?
Patrick Farris, Cima®, Csric™ works for Touchstone Investments.
What is Patrick Farris, Cima®, Csric™'s role at Touchstone Investments?
Patrick Farris, Cima®, Csric™ is listed as Regional Vice President - Mountain Region at Touchstone Investments at Touchstone Investments.
What is Patrick Farris, Cima®, Csric™'s email address?
AeroLeads has found 1 work email signal at @colorado.edu for Patrick Farris, Cima®, Csric™ at Touchstone Investments.
What is Patrick Farris, Cima®, Csric™'s phone number?
AeroLeads has found 1 phone signal(s) with area code 303 for Patrick Farris, Cima®, Csric™ at Touchstone Investments.
Where is Patrick Farris, Cima®, Csric™ based?
Patrick Farris, Cima®, Csric™ is based in Denver, Colorado, United States while working with Touchstone Investments.
What companies has Patrick Farris, Cima®, Csric™ worked for?
Patrick Farris, Cima®, Csric™ has worked for Touchstone Investments, Great Lakes Advisors, Janus Henderson U.S., Janus Capital Group, and Coors Distributing Company Contracted By Aerotek.
Who are Patrick Farris, Cima®, Csric™'s colleagues at Touchstone Investments?
Patrick Farris, Cima®, Csric™'s colleagues at Touchstone Investments include Natalie Mcdonald, Ken Mcclintock, Crpc®, Crc®, Sandy Mcguire, Siegfried Koenig, and James Grifo.
How can I contact Patrick Farris, Cima®, Csric™?
You can use AeroLeads to view verified contact signals for Patrick Farris, Cima®, Csric™ at Touchstone Investments, including work email, phone, and LinkedIn data when available.
What schools did Patrick Farris, Cima®, Csric™ attend?
Patrick Farris, Cima®, Csric™ holds Bas, Economics from University Of Colorado At Boulder.
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