Patricia Tobin

Relationship Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Relationship Manager
      • Apr 2018 - Present

  • Precision Autonomy
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Solution Design and Program Management Support
      • Jan 2016 - Nov 2016

  • Accenture
    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Principal - Wealth & Asset Management Consultant
      • Apr 1995 - Jan 2016

    • Management Consultant
      • 1995 - 2000

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Consultant
      • 2014 - 2015

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Consultant
      • 2000 - 2009

    • Consultant
      • 2000 - 2009

  • JPMorgan Partners
    • Consultant
      • 2001 - 2002

  • U.S. Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Consultant
      • 1996 - 1999

  • Firstar (US Bank)
    • Mutual Fund Retail Distribution Manager
      • Jan 1992 - Dec 1994

  • Firstar
    • Management Trainee
      • 1990 - 1992

  • Illinois Company
    • Consultant
      • 1987 - 1989

Education

  • University of Wisconsin-Madison - School of Business
    Master of Science (MS), International Business, Financial Services Marketing
    1989 - 1990
  • University of Wisconsin-Madison
    Bachelor of Arts (B.A.), International Relations, Economics, Latin American Studies
    1981 - 1985

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