Matt Patterson

Matt Patterson Email and Phone Number

Financial Advisor | In my community, for my community. Growing Together. @ Edward Jones
st. louis, missouri, united states
Matt Patterson's Location
Georgina, Ontario, Canada, Canada
Matt Patterson's Contact Details

Matt Patterson work email

Matt Patterson personal email

n/a
About Matt Patterson

Matt Patterson is a Financial Advisor | In my community, for my community. Growing Together. at Edward Jones. He possess expertise in retirement planning, financial planners, estate planning, income protection, attention to detail and 35 more skills.

Matt Patterson's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor | In my community, for my community. Growing Together.
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Matt Patterson Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jun 2024 - Present
    Georgina, Ontario, Canada
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  • Bellwether Investment Management
    Business Development Lead
    Bellwether Investment Management Sep 2022 - Nov 2023
    View
  • Coinberry
    Crypto Asset Dealer Representative
    Coinberry Jan 2022 - Sep 2022
  • Scotiabank
    Financial Advisor Investment & Retirement Planning
    Scotiabank Jan 2019 - Jan 2022
    Bradford, Ontario
    View
  • Scotiabank
    Senior Financial Advisor
    Scotiabank May 2017 - Jan 2019
    Bradford, Ontario, Canada
    View
  • Cibc
    Financial Services Representative
    Cibc Nov 2015 - May 2017
    Port Perry, On
  • Sun Life Financial
    Financial Services Consultant
    Sun Life Financial Jan 2015 - Nov 2015
  • Investors Group
    Financial Consultant
    Investors Group Mar 2012 - Jan 2015
    Newmarket, Ontario
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  • Forensic Investigations
    Investigator
    Forensic Investigations 2005 - 2006
    South Western Ontario

Matt Patterson Skills

Retirement Planning Financial Planners Estate Planning Income Protection Attention To Detail Powerpoint Mutual Funds Customer Service Microsoft Word Analytical Skills Critical Thinking Financial Analysis Investment Strategies Mortgage Servicing Guaranteed Lifetime Income Holistic Financial Planning Microsoft Excel Disability Insurance Analytical Abilities Excel Word Tax Preparation Group Benefit Plans Personal Financial Planning Professional Communication Customer Relations Dynamic Licensed Life Insurance Agent Annuity Sales Tax Efficiency Succession Planning Llqp Corporate Class Funds Critical Illness Insurance Legacy Planning Guaranteed Investment Funds Lifetime Income Benefit Whole Life Individual Pension Plans Group Insurance

Matt Patterson Education Details

Frequently Asked Questions about Matt Patterson

What company does Matt Patterson work for?

Matt Patterson works for Edward Jones

What is Matt Patterson's role at the current company?

Matt Patterson's current role is Financial Advisor | In my community, for my community. Growing Together..

What is Matt Patterson's email address?

Matt Patterson's email address is ma****@****ank.com

What schools did Matt Patterson attend?

Matt Patterson attended Seneca College Of Applied Arts And Technology, Sheridan College.

What skills is Matt Patterson known for?

Matt Patterson has skills like Retirement Planning, Financial Planners, Estate Planning, Income Protection, Attention To Detail, Powerpoint, Mutual Funds, Customer Service, Microsoft Word, Analytical Skills, Critical Thinking, Financial Analysis.

Who are Matt Patterson's colleagues?

Matt Patterson's colleagues are Ashley Jankowski, Chris Mann, Darin Scherr, Nick Puhl Chfc®, Aams™, Don Friday, Orlando Franklin, Kimberly Reece Storie.

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