Patricia Tobin
Relationship Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
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
-
-
-
-
Consultant
-
2001 - 2002
-
-
-
U.S. Bank
-
United States
-
Banking
-
700 & Above Employee
-
Consultant
-
1996 - 1999
-
-
-
-
Mutual Fund Retail Distribution Manager
-
Jan 1992 - Dec 1994
-
-
-
-
Management Trainee
-
1990 - 1992
-
-
-
-
Consultant
-
1987 - 1989
-
-
Education
-
University of Wisconsin-Madison - School of Business
Master of Science (MS), International Business, Financial Services Marketing -
University of Wisconsin-Madison
Bachelor of Arts (B.A.), International Relations, Economics, Latin American Studies
Community
You need to have a working account to view this content.
Click here to join now