Patrick C. has a diverse work experience in the financial services sector. Patrick began their career as a Private Mortgage Banker at Wells Fargo from June 2013 to August 2017. Patrick then joined JPMorgan Chase & Co. in November 2017 as a Sr. Private Banker & Lending Advisor, where they managed a large portfolio of high-net-worth clients while also developing new relationships. Patrick was recognized for their achievements and was a part of the President's Club from 2018 to 2022. Currently, they are working at San Diego County Credit Union as a Financial Services Representative, providing expert financial advice to members and guiding them towards their financial goals.
Patrick C. obtained a Bachelor of Arts - BA degree from San Diego State University. Patrick also holds a certification as a Licensed MLO from NMLS.
July, 2023 - present