Dan Patterson

Dan Patterson

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Finance
Consumer Services

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.

Ehemalige bekannte Positionen von Dan Patterson

UnternehmenPositionEnde
Corporate Officer/Principal 31.03.2001
Corporate Officer/Principal 31.12.1999
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Ausbildung von Dan Patterson

Albion College Undergraduate Degree

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