Patrick Norton
Partner, Gideon Strategic Partners
- Role
- Partner at Gideon Strategic Partners
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Patrick Norton
Working with elite wealth managers to optimize their clients\' portfolios within the…
Experience
Partner
Dec 2016 — Present · Santa Monica, CA, US
Gideon Strategic Partners is a financial services company that puts client success first. We work to create an environment where integrity and exceptional performance help our clients achieve their goals. Our team designs strategies around high-net-worth individuals and companies\' unique needs, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. Since 2012, we’ve been helping our clients thrive in an ever-changing economy.
Education
University of New Haven
History and Business Administration
2011 — 2012
University of Arizona
Bachelor's Degree, History and Business Administration
2008 — 2012
Skills
- Entrepreneurship
- Microsoft Excel
- Portfolio Management
- Leadership
- Market Research
- Microsoft Word
- Financial Modeling
- Quantitative Research
- Investments
- Insurance
- Problem Solving
- Consulting
- Business Development
- Marketing Strategy
- Microsoft Office
- Financial Analysis
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