Eric Patterson
Veteran | Cyber Analyst & Financial Strategist | Helping Organizations Navigate Risk, Build Systems, and Create Clarity
- Role
- Civilian Expereince, Wealth Strategist at Paradigm Life
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Eric Patterson
Executive leader with 24 years of military service and 12 years of financial planning…
Experience
Civilian Expereince, Wealth Strategist
Aug 2014 — Present · Salt Lake City, UT, US
Certified Financial Planner, Paradigm Life, Aug 2014 to PresentSalt Lake City, UT• Design and implement long-term financial strategies for over 200 clients, aligning individual financial goals with personalized investment portfolios and asset protection solutions.• Oversee a team of 10 financial professionals, fostering a results-driven culture that emphasizes education, trust, and a client-first philosophy.• Deliver customized financial literacy sessions and workshops to diverse client groups, enhancing their understanding of wealth planning and financial risk management.• Maintain ongoing client engagement through quarterly reviews, real-time advisory, and proactive adjustments to ensure sustained portfolio performance.• Leverage digital tools and secure client portals to enhance the client experience and streamline financial planning processes.• Integrate analytical and strategic skills from military service into portfolio risk assessment and contingency planning.• Provide mentorship to junior advisors, promoting career development and technical knowledge across the team.• Serve as liaison between internal departments to ensure compliance, data security, and service excellence.
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