PW

Patrick Waters

Vice President Of Business Development at Peak Pro Financial

Patrick Waters has a diverse work experience spanning over 16 years. Patrick started their career at LaSalle Bank as an Officer in 2005 and worked there until 2006. Patrick then moved on to Friedland Capital Markets, where they served as an Equity Analyst from 2008 to 2010. In 2013, Patrick worked at S&P Capital IQ as a Customer Support representative. Patrick then joined Great-West Financial in 2018 as a Client Service Associate until 2019.

In 2019, Patrick joined Table Bay Financial Network, Inc. as an Internal Wholesaler and also took on the role of Relationship Manager. Patrick stayed with the company until 2020. Currently, Patrick is working at Peak Pro Financial. Patrick started as a Sales Development Advisor in July 2020 and is now serving as the Vice President of Business Development.

Patrick Waters received a Master's degree in Finance from the University of Colorado Denver from 2003 to 2005. Patrick also obtained a Bachelor of Science degree in Business Administration from The University of Kansas between 1997 and 2001. There is no available information about their education at Kent Denver. Additionally, they have no recorded degree or field of study information from their time as a Registered Representative of the Leaders Group, Inc. Member FINRA/SIPC.

Links

Previous companies

Table Bay Financial Network, Inc. logo
S&P Global logo
Great-West logo

Timeline

  • Vice President Of Business Development

    October, 2021 - present

  • Sales Development Advisor

    July, 2020