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Patrick Feller

Front Office Investment Management Veteran

Patrick Feller, CFA, excels in representing investment teams to establish and nurture relationships with various types of clients, including institutional and retail clients and institutional consultants. With a diverse client portfolio ranging from major U.S. pension plans to wirehouse/RIA advisors and individuals, Patrick effectively serves as a front office ambassador by engaging with investment teams, colleagues, and clients through his content expertise, storytelling skills, and intentional relationship-building strategies. His core values revolve around the 3 P's: being Professional, Personable, and Persistent.

Highlights

Nov 21 · yelp.com
AMERIPRISE FINANCIAL ADVISORS - LITTLEJOHN & ASSOCIATES
SMALL & ASSOCIATES FINANCIAL financial advisory team

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Patrick Feller
Patrick Feller, photo 1
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Location

San Diego, California, United States