Patricia Eckert
Vice President Investments - Stifel @Stifel Financial Corp.
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WORK HISTORY
Vice President Investments - Stifel @Stifel Financial Corp.
Eau Claire, WI, US
I have been providing advice to clients with Piper Jaffray/UBS and then Stifel for more than 18 years. I build my business on long-lasting relationships. By understanding my clients’ goals, I am able to provide them with clear, personalized investment strategies that help them address their financial needs. Stifel is a comprehensive financial services firm, committed to helping individuals improve their opportunity for long-term financial success. Our customized programs are designed to help grow and conserve wealth by delivering an unprecedented level of personalized service and experience.
EDUCATION
Regis High School
General
University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.) - Management
ABOUT PATRICIA ECKERT
I hold the belief that the purpose of life is to be responsible; to be compassionate. It…
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