Patrick Roberson
- Role
- Raymond James
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Patrick Roberson
Our boutique practice at Cinergy Wealth Life and Legacy of Raymond James, operates under…
Experience
Present
Education
Northern Kentucky University
BS, Labor and Industrial Relations
1988 — 1993
Skills
- Public Speaking
- Strategic Financial Planning
- Sales Management
- Finance
- Asset Management
- Series 63
- Customer Service
- Strategic Planning
- Retirement Planning
- Marketing Strategy
- Wealth Management
- Series 7
- Leadership
- Asset Allocation
- Portfolio Management
- Management
- Team Building
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