John Mumper
Director | Private Wealth Advisor | Fiduciary
- Role
- Director - Investment Advisor at Patina Wealth Llc
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director - Investment Advisor
May 2018 — Present · Richmond, VA, US
As an independent Registered Investment Advisor, I help individuals plan, and invest, for their financial future. Being independent is important because it allows me to act as a fiduciary to my clients, which means always putting my clients\' interests ahead of my own.
Education
Washington and Lee University
BS Business Administration
2004 — 2008
Skills
- Banking
- Credit
- Financial Modeling
- Investments
- Financial Analysis
- Analysis
- Portfolio Management
- Mergers
- Loans
- Valuation
- Mergers & Acquisitions
- Credit Analysis
- Commercial Lending
- Capital Markets
- Commercial Banking
- Corporate Finance
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