Heather Patrek
PWM Wealth Planner at U.S. Bank
📍 Charlotte, North Carolina, United States
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Experience
12 Years
Current Role
PWM Wealth Planner
Location
Charlotte, North Carolina, United States
Personality Overview
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Priorities
Topics Heather cares about
Strategic Priorities
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Career
Work history
8-2024
PWM Wealth Planner
U.S. Bank
3-2022 - 7-2024
Assistant VP - Portfolio Manager
U.S. Bank
2-2020 - 3-2022
PWM Investment Analyst
U.S. Bank
2-2016 - 2-2020
Investment Management Associate
U.S. Bank
10-2015 - 2-2016
AP Analyst/Leasing Accounting Assistant
FirstService Residential Minnesota
In the press
Media appearances
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Education
2008 - 2012
Bachelor's Degree
University of Nevada, Reno
Social presence
Other U.S. Bank Employees
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