
Kari Patrick
As a Registered Wealth Management Associate with U.S. Bancorp Investments, I work with our Wealth Management Advisors to... | Greater Minneapolis-St. Paul Area, Greater Minneapolis-St. Paul Area, United States
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Kari Patrick’s Emails ka****@us****.com
Kari Patrick’s Phone Numbers No phone number available.
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Kari Patrick’s Location Greater Minneapolis-St. Paul Area, Greater Minneapolis-St. Paul Area, United States
Kari Patrick’s Expertise As a Registered Wealth Management Associate with U.S. Bancorp Investments, I work with our Wealth Management Advisors to provide clients with exceptional client experience. I work toward ensuring all business and service requests are completed quickly and accurately, schedule and prepare for client appointments, and create financial plans for the Wealth Management Advisor to review with their clients. I also coordinate seminars and help ensure all scheduled service and marketing activities for each client are fulfilled. Please direct all business communications to me at [email protected] /*********/ Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.
Kari Patrick’s Current Industry Us Bancorp Investments
Kari
Patrick’s Prior Industry
Merrill Lynch Pierce Fenner And Smith
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Hightower Advisors
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Us Bancorp Investments
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Work Experience

Us Bancorp Investments
Registered Wealth Management Associate
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Hightower Advisors
Private Wealth Associate
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch Pierce Fenner And Smith
Private Wealth Associate
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)