Financial Advisor And Senior Vice President
Current
Dec 2017 - Present
AeroLeads people directory · profile
Steve Patterson Email & Phone Number
Senior Vice President at Avior Wealth
at
Avior Wealth Management, LLC
2 work emails found
@nvcwealth.com
5 phones found area 402 and 610
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President at Avior Wealth
Location
Omaha, Nebraska, United States
Who is Steve Patterson? Overview
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Quick answer
Steve Patterson is listed as Senior Vice President at Avior Wealth at Avior Wealth Management, LLC, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at nvcwealth.com, phone signal with area code 402, 610, and a matched LinkedIn profile for Steve Patterson.
Steve Patterson previously worked as Financial Advisor and Senior Vice President at Avior Wealth Management, Llc and Vice President and Financial Advisor at Avior Wealth Management, Llc. Steve Patterson holds Master Of Business Administration (Mba) from Creighton University.
Company email context
Email format at Avior Wealth Management, LLC
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{first}.{last}@nvcwealth.com
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AeroLeads found 2 current-domain work email signals for Steve Patterson. Compare company email patterns before reaching out.
Profile bio
About Steve Patterson
Specializes in working with individuals, families, non-profits and business owners in the areas of financial planning, investment management, employer retirement plans i.e. 401(k), profit sharing and cash balance plans.Strengths include raising and investing capital with institutional and private client groups. Skilled in sales development, increasing gross sales, market share, and reducing cost of sales. Managed effective financial investment sales organization involved in marketing campaigns that achieved record increases in revenues. Seasoned executive with record of developing improved financial distribution networks and leveraging numerous institutional and high net worth clients to increase revenues through cross-selling strategies. • Specialized in tax-exempt and commercial paper trading.• Consult with high wealth individuals ($200K+ income/$1M portfolios) and institutional investors (banks, corporations, municipalities, trust departments, foundations, endowments, and school districts).• Implement client-focused, value-added strategies to pre-screen investors.• Building out the business unit identifying investors in the Central and Midwest U.S.• Market and consult on alternative investment opportunities (private equity, hedge funds, real estate, commodities, currencies, interest rates, and natural resources) to clients.• Identify investment opportunities, provide increased and selective deal analysis, conduct due diligence on offerings, and provide formal sales presentations to investors.Specialties: New Business Development—Sales Management—Strategic Analysis/Development Commercial Banking and Financial Services—Employee Development and TrainingStrengths include managing sales development, increasing gross sales, market share, and reduced cost of sales. Managed effective sales organizations involved in direct marketing campaigns that achieved record increases in revenues.
Listed skills include Investments, Portfolio Management, Leadership, Finance, and 46 others.
Current workplace
Steve Patterson's current company
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9 roles · 42 years
Steve Patterson work experience
A career timeline built from the work history available for this profile.
Vice President And Financial Advisor
Specializes in working with individuals, families, non-profits and business owners in the areas of financial planning, investment management, employer retirement plans i.e. 401(k), profit sharing and cash balance plans.
Dec 2015 - Dec 2017
Director
Jun 2011 - Jan 2017
Shareholder, Financial Advisor
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz & Company P.C., a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment.
Dec 2007 - Dec 2015
Vice President
First National Investment Bank
- Develop the First National Capital Markets Group and services including Proprietary Products (equity and debt private placements, variable rate demand notes, and proprietary SID offerings) and Derivatives. Responsible.
- Consult with high net worth and institutional investors
- Building out the business unit identifying investors in the Central and Midwest U.S.
- Market and consult on alternative investment opportunities (private equity, hedge funds, real estate, commodities, currencies, interest rates, and natural resources) to clients.
- Identify investment opportunities, provide increased and selective deal analysis, conduct due diligence on offerings, and provide formal sales presentations to investors.
Aug 2005 - Nov 2007
1996 - 2007
~11 yrs
Avp
- Responsible for developing and managing a direct sales department of 60 professional sales consultants promoting commercial business sales of credit card acquisition services nationwide. Manage national sales campaign.
- Successfully established a highly effective career sales training program with incremental employee sales training, which builds skills over their career.
- Championed and implemented an improved incentive management system, which significantly increased sales revenue.
- Successfully identified and developed sales strategies in niche markets, which increased revenue by 25% in 12 months.
- Achieved record increases in sales in every year for the last three years in this position.
- Managed inbound/outbound call campaigns, developed print ads, convention marketing strategies, and innovative training programs.
1999 - 2005
~6 yrs
Manager
- Responsible for managing a department of 17 operations and customer professionals engaged in handling problems with customer accounts. Implemented and managed a customer call center to improve customer service and.
- Co-developed and installed an improved chargeback system that reduced costs by 66% while the processing volume doubled; increased individual production by 600%.
- Personally handled difficult customer service problems and resolved sensitive issues.
- Coordinated, tested and implemented a new exception item processing system.
- Coordinated and implemented all remediation, test and contingency plans for the departmental Y2K efforts.
1997 - 1999
~2 yrs
Owner And Operator
Bluejay Lawn And Landscape, Llc
1984 - 1996
~12 yrs
3 education records
Steve Patterson education
Master Of Business Administration (Mba)
Creighton University
Bsba, Finance And Economics
Creighton University
Education record
Creighton Prep
FAQ
Frequently asked questions about Steve Patterson
Quick answers generated from the profile data available on this page.
What company does Steve Patterson work for?
Steve Patterson works for Avior Wealth Management, LLC.
What is Steve Patterson's role at Avior Wealth Management, LLC?
Steve Patterson is listed as Senior Vice President at Avior Wealth at Avior Wealth Management, LLC.
What is Steve Patterson's email address?
AeroLeads has found 2 work email signals at @nvcwealth.com for Steve Patterson at Avior Wealth Management, LLC.
What is Steve Patterson's phone number?
AeroLeads has found 5 phone signal(s) with area code 402, 610 for Steve Patterson at Avior Wealth Management, LLC.
Where is Steve Patterson based?
Steve Patterson is based in Omaha, Nebraska, United States while working with Avior Wealth Management, LLC.
What companies has Steve Patterson worked for?
Steve Patterson has worked for Avior Wealth Management, Llc, Metropolitan Utilities District, Lutz Financial, First National Investment Bank, and First National Bank Of Omaha.
How can I contact Steve Patterson?
You can use AeroLeads to view verified contact signals for Steve Patterson at Avior Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Steve Patterson attend?
Steve Patterson holds Master Of Business Administration (Mba) from Creighton University.
What skills is Steve Patterson known for?
Steve Patterson is listed with skills including Investments, Portfolio Management, Leadership, Finance, Wealth Management, Strategic Planning, Management, and Banking.
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