Dan Patterson

Dan Patterson

No más puestos en curso

Finance
Consumer Services

Perfil

Mr. Dan Patterson is Client Relations Manager at Managed Asset Portfolios LLC.
He joined MAP in August, 2001.
His securities industry career started in 1984 when he joined OLDE Discount Corporation.
He worked in various capacities such as financial advisor, Branch Manager, Regional Manager, Manager of the Mutual Fund Department, Manager of the Bond Department, Manager of the Customer Service Department, as well as Chairperson of the OLDE 401(k) Administrative Committee.
In 1996, He was promoted to the position of National Sales Director and appointed to the firm's nine-member Management Committee as well as the firm's three-member Board of Directors.
In December of 1999, OLDE Financial Corporation was purchased by H&R Block and Mr. Patterson served as a member of the Board of Directors and held the position of Senior Vice President, Director of Financial Advisor Training for H&R Block Financial Advisors until March of 2001.
Mr. Patterson holds a Bachelor of Arts degree in Economics and Management from Albion College and he is a Registered Investment Advisor Representative.

Antiguos cargos conocidos de Dan Patterson.

EmpresasCargoFin
Corporate Officer/Principal 31/03/2001
Corporate Officer/Principal 31/12/1999
Ver el detalle de la experiencia de Dan Patterson.

Formación de Dan Patterson.

Albion College Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Dan Patterson.

Relaciones

11

Relaciones de 1er grado

3

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas2

Finance

Finance

Ver las conexiones de la empresa