Chris Patterson Email & Phone Number | I am a seasoned Sr. Private Banker with a passion for crafting tailored credit solutions that empower clients within the Private Bank Wealth Management group to achieve their financial goals. With 18 years of experience in the finance industry, I have honed my expertise in providing bespoke credit strategies that align with high-net-worth individuals’ unique needs and aspirations. Key Skills: 🔹 Custom Credit Solutions: I excel at creating customized lending strategies that encompass a range of financial instruments, including secured and unsecured loans, lines of credit, and mortgage financing, all designed to optimize clients’ financial portfolios. 🔹 Wealth Preservation: My focus extends beyond lending. I specialize in wealth preservation strategies that protect and grow assets, leveraging my deep understanding of investment opportunities and risk management. 🔹 Relationship Management: Building strong, long-lasting relationships with my clients is at the core of my approach. I work collaboratively with each client to gain a deep understanding of their financial objectives, ensuring that I can deliver the most tailored credit solutions. 🔹 Market Insight: Staying abreast of market trends, economic indicators, and financial products is essential to providing the best advice. I keep my clients informed and well-positioned in an ever-changing financial landscape. 🔹 Confidentiality & Discretion: Trust is paramount in private banking. I am committed to upholding the highest standards of confidentiality and discretion, ensuring that clients’ sensitive financial matters are handled with the utmost care and professionalism. If you’re seeking a dedicated Private Banker who goes above and beyond to deliver personalized credit solutions and comprehensive wealth management strategies, let’s connect. Together, we can chart a path to financial success tailored to your unique aspirations.

Chris Patterson

I am a seasoned Sr. Private Banker with a passion for crafting tailored credit solutions that empowe...
Newport Beach, California, United States

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Chris Patterson’s Email chris.patterson@bankofthewest.com

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Chris Patterson’s Location Newport Beach, California, United States

Chris Patterson’s Current Industry Bmo Wealth Management Vistage Worldwide

Chris Patterson’s Prior Industry Bank Of America | Opus Bank | Citibank | Optum Bank | Us Army

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Work Experience

Bmo Wealth Management

Sr. Private Banker

2023-08-01 00:00:00 - Present

Vistage Worldwide

Member

2022-02-01 00:00:00 - Present

Bank Of America

Sr. Relationship Manager

2020-03-01 00:00:00 - 2021-06-01 00:00:00

Opus Bank

Managing Director | Sr. Client Manager

2017-11-01 00:00:00 - 2019-01-01 00:00:00

Citibank

Relationship Manager, VP

2015-10-01 00:00:00 - 2017-11-01 00:00:00

Optum Bank

Vice President

2013-10-01 00:00:00 - 2015-09-01 00:00:00

Us Army

Aviation Operations

2000-03-01 00:00:00 - 2005-03-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Chris Patterson

Chris Patterson is located at
Newport Beach, California, United States

Chris Patterson is a I am a seasoned Sr. Private Banker with a passion for crafting tailored credit solutions that empower clients within the Private Bank Wealth Management group to achieve their financial goals. With 18 years of experience in the finance industry, I have honed my expertise in providing bespoke credit strategies that align with high-net-worth individuals’ unique needs and aspirations. Key Skills: 🔹 Custom Credit Solutions: I excel at creating customized lending strategies that encompass a range of financial instruments, including secured and unsecured loans, lines of credit, and mortgage financing, all designed to optimize clients’ financial portfolios. 🔹 Wealth Preservation: My focus extends beyond lending. I specialize in wealth preservation strategies that protect and grow assets, leveraging my deep understanding of investment opportunities and risk management. 🔹 Relationship Management: Building strong, long-lasting relationships with my clients is at the core of my approach. I work collaboratively with each client to gain a deep understanding of their financial objectives, ensuring that I can deliver the most tailored credit solutions. 🔹 Market Insight: Staying abreast of market trends, economic indicators, and financial products is essential to providing the best advice. I keep my clients informed and well-positioned in an ever-changing financial landscape. 🔹 Confidentiality & Discretion: Trust is paramount in private banking. I am committed to upholding the highest standards of confidentiality and discretion, ensuring that clients’ sensitive financial matters are handled with the utmost care and professionalism. If you’re seeking a dedicated Private Banker who goes above and beyond to deliver personalized credit solutions and comprehensive wealth management strategies, let’s connect. Together, we can chart a path to financial success tailored to your unique aspirations.

Chris Patterson currently works in the Bmo Wealth Management | Vistage Worldwide |

No Languages Available

Chris Patterson has prior
experience in the following industries:
Bank Of America | Opus Bank | Citibank | Optum Bank | Us Army

Chris Patterson has the following professional experience:
Bmo Wealth Management | Vistage Worldwide | Bank Of America | Opus Bank | Citibank | Optum Bank | Us Army