Steve Patterson Email and Phone Number
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Steve Patterson personal email
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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.
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Financial Advisor And Senior Vice PresidentAvior Wealth Management, Llc Dec 2017 - PresentOmaha, Nebraska, Us
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Vice President And Financial AdvisorAvior Wealth Management, Llc Dec 2015 - Dec 2017Omaha, Nebraska, UsSpecializes 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.
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DirectorMetropolitan Utilities District Jun 2011 - Jan 2017Omaha, Nebraska, Us -
Shareholder, Financial AdvisorLutz Financial Dec 2007 - Dec 2015Omaha, Ne, UsLutz 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 advisory services are also offered as a stand-alone service.Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services.The only measure of our success is your success. As a result, changes are recommended only when we believe they are in your best interest. We recognize that fulfilling your goals today will determine how we are recommended in the future. -
Vice PresidentFirst National Investment Bank Aug 2005 - Nov 2007Develop 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 for developing the sales strategies to institutions and individual investors while maximizing cross-selling opportunities. Charged with increasing sales and revenues. Provide consulting on structuring capital investments and options.• 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.
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V.P.First National Bank Of Omaha 1996 - 2007Omaha, Nebraska, Us -
AvpFirst National Merchant Solutions 1999 - 2005Columbus, Ga, UsResponsible 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 acquiring 7,000 new business accounts annually and P & L responsibilities. Administer an operational budget of $7M in addition to calling on key accounts.• 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. -
ManagerFirst National Merchant Solutions 1997 - 1999Columbus, Ga, UsResponsible 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 quality.• 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.
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Owner And OperatorBluejay Lawn And Landscape, Llc 1984 - 1996
Steve Patterson Skills
Steve Patterson Education Details
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Creighton UniversityMaster Of Business Administration (Mba) -
Creighton UniversityFinance And Economics
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Creighton Prep
Frequently Asked Questions about Steve Patterson
What company does Steve Patterson work for?
Steve Patterson works for Avior Wealth Management, Llc
What is Steve Patterson's role at the current company?
Steve Patterson's current role is Senior Vice President at Avior Wealth.
What is Steve Patterson's email address?
Steve Patterson's email address is st****@****lth.com
What is Steve Patterson's direct phone number?
Steve Patterson's direct phone number is +140221*****
What schools did Steve Patterson attend?
Steve Patterson attended Creighton University, Creighton University, Creighton Prep.
What skills is Steve Patterson known for?
Steve Patterson has skills like Investments, Portfolio Management, Leadership, Finance, Wealth Management, Strategic Planning, Management, Banking, Mergers And Acquisitions, Alternative Investments, Financial Analysis, Equities.
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