Patrick Jeffs-Catone Email & Phone Number

South Coast Metro, Ca, Us

Welcome to Golden State Wealth Management, a family of establishedfinancial advisors with a pride in putting our clients’ interests first.Beginning in Northern California’s Mendocino County in 2005, GSWM is a wealthmanagement firm designed to cater to the unique demands of growth-drivenfinancial professionals through supported independence and practice ownership.Our advisors are service-minded, independent financial professionals whomwe equip with the tools necessary to enhance productivity and reduce businesscomplexities. With over 50 years of combined industry experience, our foundingpartners have all experienced what it means to work in large, impersonal firms,and thus place great value in enabling a professional environment with a personaltouch. Whether you are an advisor looking to own your business, or a long-timeindependent seeking to enhance your practice, GSWM is here to help. With skilledstaff, a modern work environment, and a flexible affiliation structure to let youthrive, GSWM is ready to empower you towards achieving both your professionaland personal goals.Patrick Catone is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party posts found on this profile do not necessarily reflect the views of LPL Financial, Golden State or Redwood Investment Group and have not been reviewed as to accuracy and completeness.

Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party posts found on this profile do not necessarily reflect the views of LPL Financial, Golden State or Redwood Investment Group and have not been reviewed as to accuracy and completeness.

Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party posts found on this profile do not necessarily reflect the views of LPL Financial, Golden State or Redwood Investment Group and have not been reviewed as to accuracy and completeness.

Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party posts found on this profile do not necessarily reflect the views of LPL Financial, Golden State or Redwood Investment Group and have not been reviewed as to accuracy and completeness.

You’ve spent a lifetime patiently saving your retirement assets. You deserve an advisory partner dedicated to helping you pursue everything that is important to you.Serving a select group of successful individuals and families nationwide, Redwood Investments provides comprehensive financial planning, coupled with experienced client portfolio management aiming to help protect and grow your wealth.Patrick is a Registered Representative with and Securities and offered through LPL Financial, Member FINRA/SIPC. See links to FINRA/SIPC in contact section.Investment advice offered through Golden State and/or Redwood Investment Group, Registered Investment Advisors. Golden State, Redwood Investments and LPL Financial are separate entities.Third party posts found on this profile do not necessarily reflect the views of LPL Financial, Golden State or Redwood Investment Group and have not been reviewed as to accuracy and completeness.

Collaborative role in a portfolio management firm providing investment advisory services to affluent clients nationwidewith diverse product offerings including; stocks, bonds, mutual funds, annuities and insurance.

Brooklyn, New York, Us

• Showroom Management:-Organized office schedules and showroom appointments for stylists and publicists. -Maintained orderly appearance of sample inventory to promote client products through proper merchandising and display of samples• Client Promotion:-Pitched clients to stylists and publicists for celebrity and editorial usage-Distributed press releases and credits of usage to clients and media outlets• Client Support:-Acted as direct contact to clients, fulfilling specific needs and goals intended to promote client products-Created detailed weekly and monthly activity reports through Microsoft Word illustrating movements and actions taken to promote use of designer lines

• Property Management: -First contact for tenants of residential/commercial properties-Collection of all account receivables and facilitated account payable transactions-Organized maintenance of properties-Utilized computer programs to systematize tenant financial accounts, lease and contact details such as rent collection, lease renewal and utility management-Developed marketing techniques to reach prospective tenants and property owners• Property Sale/Lease:-Developed and initiated solicitation activities to promote properties in need of sale and/or leasing-Updated web-based marketing software on a regular basis with specific property details-Acted as direct contact between clients and broker focusing on the needs of each party during negotiations-Created detailed lease and sale paperwork through the use of real estate computer software -Maintained State, Federal and Corporate documentation• Office Management:-Maintained all account payable and receivable records-Managed employees to ensure a smooth and productive work environment-Organized use of vendors to maintain office appearance and function-Coordinated office financial management: producing financial reports, bank account management and payroll