Rob Paterson
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Profil
Rob Paterson worked as a Mortgage Consultant at San Francisco Funding, Inc. from 2002 to 2003.
He was a Federal Sales Manager at Humanscale Corp.
from 2007 to 2011.
In 2011, he joined Beta Wealth Group, Inc. as a Financial Advisor.
In 2012, he worked as a Registered Representative at Raymond James Financial Services, Inc. Mr. Paterson received his undergraduate degree from San Diego State University in 1995.
Anciens postes connus de Rob Paterson
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Corporate Officer/Principal | 30/09/2012 |
Humanscale Corp.
 Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Corporate Officer/Principal | 28/02/2011 |
San Francisco Funding, Inc.
 San Francisco Funding, Inc. Finance/Rental/LeasingFinance Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003. | Corporate Officer/Principal | 30/09/2003 |
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Gestionnaire de Portefeuille-Actions | - |
Formation de Rob Paterson
| San Diego State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
San Francisco Funding, Inc.
San Francisco Funding, Inc. Finance/Rental/LeasingFinance Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
Humanscale Corp.
Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Producer Manufacturing |
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Finance |