Jack Patterson

Financial Planner

Jack Patterson has experience in diverse roles spanning from healthcare to finance. As a Project Assistant at WelbeHealth, Jack supported new site launches for a community-based healthcare organization focused on elderly care. At California Polytechnic State University-San Luis Obispo, Jack worked as a Student Assistant, handling electronic filing and project contributions related to budget forecasting and account auditing. In addition, Jack served as an ASI Intramural Official, officiating soccer and futsal matches. Currently, as a Financial Planner at Prudential Advisors, Jack aids clients in understanding and assessing their financial goals, and facilitates the information gathering necessary for financial planning. Jack holds a Bachelor of Business Administration in Accounting and Finance from Cal Poly Orfalea College of Business, and is a graduate of Francis Parker School.

Location

San Diego, United States

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