Profile

Mr. Dan Patterson is Client Relations Manager at Managed Asset Portfolios LLC.
He joined MAP in August, 2001.
His securities industry career started in 1984 when he joined OLDE Discount Corporation.
He worked in various capacities such as financial advisor, Branch Manager, Regional Manager, Manager of the Mutual Fund Department, Manager of the Bond Department, Manager of the Customer Service Department, as well as Chairperson of the OLDE 401(k) Administrative Committee.
In 1996, He was promoted to the position of National Sales Director and appointed to the firm's nine-member Management Committee as well as the firm's three-member Board of Directors.
In December of 1999, OLDE Financial Corporation was purchased by H&R Block and Mr. Patterson served as a member of the Board of Directors and held the position of Senior Vice President, Director of Financial Advisor Training for H&R Block Financial Advisors until March of 2001.
Mr. Patterson holds a Bachelor of Arts degree in Economics and Management from Albion College and he is a Registered Investment Advisor Representative.

Former positions of Dan Patterson

CompaniesPositionEnd
Corporate Officer/Principal 30/03/2001
Corporate Officer/Principal 30/12/1999
See the detail of Dan Patterson's experience

Training of Dan Patterson

Albion College Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dan Patterson's experience

Connections

11

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies2

Finance

Finance

See company connections