Chris Pataky
Regional Business Development Manager Investment Advisor @Capital Investment Advisors
Denver, CO, US
EMAILS
c••••••@yourwealth.com
MOBILE NUMBERS
+14•••••••81
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WORK HISTORY
Mar 2019 — Present
Regional Business Development Manager Investment Advisor @Capital Investment Advisors
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Denver, CO, US
As an Investment Advisor, I\'m focused on understanding what matters most to clients. Once fully garnering an understanding of the clients specific situation, I then help to craft a financial strategy which reflects the client’s investment personality and adjust these unique wealth management strategies when necessary over time.
EDUCATION
2006 — 2010
Kent State University
Business Administration, Finance
SKILLS
Mutual FundsSeries 7Equity CompensationWealth ManagementSecuritiesDefined BenefitInvestmentsRiaSeries 63Defined ContributionPrivate EquityEquities
ABOUT CHRIS PATAKY
I am currently an Investment Advisor with Capital Investment Advisors (CIA) and have over…
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