Patrick Norton

Partner @Gideon Strategic Partners

Santa Monica, CA, US
EMAILS
n•••••@gideonsp.com
MOBILE NUMBERS
+12•••••••80

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WORK HISTORY

Dec 2016 — Present

Partner @Gideon Strategic Partners

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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

2011 — 2012

University of New Haven

History and Business Administration

2008 — 2012

University of Arizona

Bachelor's Degree, History and Business Administration

SKILLS

EntrepreneurshipMicrosoft ExcelPortfolio ManagementLeadershipMarket ResearchMicrosoft WordFinancial ModelingQuantitative ResearchInvestmentsInsuranceProblem SolvingConsultingBusiness DevelopmentMarketing StrategyMicrosoft OfficeFinancial Analysis

ABOUT PATRICK NORTON

Working with elite wealth managers to optimize their clients\' portfolios within the…

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