Steve Patterson
- Role
- Financial Advisor and Senior Vice President at Avior Wealth Management, Llc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Steve Patterson
Specializes in working with individuals, families, non-profits and business owners in the…
Experience
Financial Advisor and Senior Vice President
Dec 2017 — Present
Education
Creighton University
Master of Business Administration (MBA)
1996 — 1998
Creighton University
BSBA, Finance and Economics
1991 — 1995
Skills
- Strategic Planning
- Accounting
- Series 63
- Trading
- Management
- Asset Allocation
- Financial Modeling
- Investment Strategies
- Hedge Funds
- Portfolio Management
- Leadership
- Finance
- Financial Advisory
- Marketing Strategy
- Securities
- Series 7
- Mutual Funds
- Sales
- Relationship Management
- Equities
- Wealth
- Financial Analysis
- Banking
- Budgets
- Mergers & Acquisitions
- Private Equity
- Strategic Financial Planning
- Credit
- Investment Management
- Investments
- Sales Management
- Alternative Investments
- Wealth Management
- 401k
- Asset Management
- Risk Management
- Financial Services
- Small Business
- Real Estate
- Board Governance
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