Patricia Gardner is a qualified expert, who works in State Farm main office of which is in 1124. on the position of Financial Services Representative from 2015. Patricia Gardner has earned professional experience in more than eight positions at various companies. Patricia Gardner went to the Community College of Allegheny County and received education there from 1985 to 1988. Constable, New York is the area, where this expert was lastly known to live. Their email address and phone are accessed through SoftwareOfficial by request.
Name variants:
Pat Gardner,
Patty Gardner,
Patti Gardner,
Pattie Gardner,
Patsy Gardner,
Tricia Gardner,
Trisha Gardner,
Trish Gardner,
Trissie Gardner,
Trissy Gardner
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 8, 2022
Email
pa**@qwest.net, mo**@hotmail.com
Location
Constable, NY
Company
Workplace
Colleagues
Work History
Financial Services Representative
1 State Farm Plz, Bloomington, IL 61710
About State FarmState Farm is a mutual company – with policyholder members – not driven by the demands of investors. Currently ranked No. 41 on the Fortune 500 list of largest companies, Sta...
2015 — 2016
Client Relationship Manager
4700 Falls Of Neuse Rd SUITE 440, Raleigh, NC 27609
Worked with Founder & CEO as CRM for top clients. Performed ongoing relationship management for firms top clients. Produced ongoing financial reports, ledgers, portfolio composition reports,...
Oct 2014 — Jul 2015
Vice President of Sales
Laurel, MD
Working closely with the Founder/CEO and the technology development team to strategize and validate the idea of bringing an investment-related product to market. Continue research efforts as...
Feb 2011 — Sep 2014
Senior Vice President, Institutional Wholesaler
Wholesale institutional money market funds and separately managed account (SMA) products calling on corporate clients and various bank institutional departments including Wealth Management,...
Jan 2009 — Nov 2010
Senior Vice President, Institutional Wholesaler
Wholesale equity and fixed income mutual funds to banks in CA and the Southeast calling on various bank institutional departments including Capital Markets, Trust, Private Wealth Management,...
Jan 1994 — Dec 2008
Regional Vice President, Wholesaler
Wholesale mutual funds, variable annuities and separate accounts to wirehouses, regional brokerage firms and financial planners throughout Western Pennsylvania and New York (except for New ...
Jan 1999 — Dec 2000
Sales Representative
Created tailored marketing materials for target markets throughout Mellon Bank, N.A.
Performed competitive analysis on services/product performance to aid Mellon representatives in their s...
1993 — 1994
Sales Assistant
Participated in all phases of distribution for Mellon Bank’s proprietary mutual fund company, The Laurel Funds. Responsibilities included general office duties, business development, adminis...
1988 — 1993
Education
1985 — 1988
Occupations
Financial Broker
Financial Services Professional
Agents
Leader
Sales Specialist
Relationship Manager
Executive
Founder
Chief Executive Officer
Financial Services Sales Agent
Managers
Account Service Manager
Customer Service
Founding Member
Chief Executive
Corporate Executive
Skills
Mutual Funds
Investments
Financial Services
Banking
Securities
Financial Planning
FAQs about Patricia Gardner
What's the main profession of Patricia Gardner?
Patricia is a Insurance.
What are the main profession of Patricia?
These person's professions are Financial Broker and Financial Services Professional
Where is Patricia Gardner located?
Patricia is currently located in Constable, New York.
Does Patricia have the email address?
pa**@qwest.net and mo**@hotmail.com is The professional's email address.
Where did Patricia Gardner work?
Patricia Gardner worked at State Farm, Weston Banks Wealth Partners.
Where has Patricia Gardner studied?
Patricia studied at the Community College of Allegheny County from 1985 to 1988.
What languages does Patricia Gardner speak?
Patricia Gardner speaks English.
What are professional skills of Patricia Gardner?
Patricia Gardner has the following skills: Mutual Funds, Investments, Financial Services, Banking, Securities, and Financial Planning.