Dan Patterson

Plus aucun poste en cours

Profil

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.

Anciens postes connus de Dan Patterson

Sociétés	Poste	Fin
H&R Block Financial Advisors	Corporate Officer/Principal	31/03/2001
OLDE Discount Corp.	Corporate Officer/Principal	31/12/1999

Formation de Dan Patterson

Albion College

Undergraduate Degree