C P

Christopher Patton

Advisor Services at Charles Schwab
Keller,Texas,United States

Unlock 100+ contacts?

Auto-find profiles
Extract contacts
Daily updates
CRM export

Executive Summary

Christopher Patton is an experienced Advisor Services professional with over 22 years of work experience in the financial services industry. He has a strong background in portfolio management, business relationship management, risk management, customer service, and FINRA. Christopher has worked at reputable companies such as Charles Schwab, USAA, and TD Ameritrade, where he held various roles including Senior Relationship Manager and Assistant Team Manager. He is skilled in portfolio management, business relationship management, and financial planning. Christopher is based in Keller, Texas.

Contact Information

Email
●●●●●●●●●
Phone
●●●●●●●●●

Current Workspace

Charles Schwab

Current

Advisor Services

Advisor Services

2017-01-01 -

Professional Background

Personal Interests

Colleagues

People Similar to Christopher Patton

🔥 Limited Time Offer: Get access to 100+ similar profiles for the price of 10

Want to see 100+ similar profiles?

SuperAgent can automatically find and research:

  • Product Managers at AI companies
  • Stanford MBA graduates in tech
  • Professionals with 7+ years experience

"We found 200+ ideal prospects in our first week using SuperAgent. It's been a game-changer for our sales team."

— Alex M., VP of Sales at TechCorp

Results in 10 minutes

Auto-updated daily

Export to any CRM

No credit card required • Set up in minutes

AI-Powered Research

How We Created This Profile in 2 Minutes

This comprehensive profile was automatically generated by SuperAgent

Limited Time Offer: 50% Off Your First Month

Sign up today and get our premium plan at half price. Offer expires in 48 hours.

1

Searched 6 platforms simultaneously

2

Aggregated 116 data points

3

Verified information across sources

4

Generated executive summary

5

Set up auto-refresh every 24 hours

Backed by 100+ verified sources

Popular Research Use Cases

Sales Prospecting

Find 100 qualified leads

Learn more

Competitive Intelligence

Track competitor employees

Learn more
d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0zm6 3a2 2 0 11-4 0 2 2 0 014 0zM7 10a2 2 0 11-4 0 2 2 0 014 0z" />

Recruitment

Source candidates automatically

Learn more
d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0zm6 3a2 2 0 11-4 0 2 2 0 014 0zM7 10a2 2 0 11-4 0 2 2 0 014 0z" />

Partnership Research

Identify potential partners

Learn more

Ready to transform your research process?

Join thousands of professionals who save hours every day with SuperAgent's AI-powered research.

No credit card required • Cancel anytime • 24/7 support