Ron Patberg

Ron Patberg

Gestore di Portafoglio-Azioni presso Donaldson Capital Management LLC

Consumer Services
Finance

Profilo

Mr. Ronald J.
Patberg is a Senior Investment Advisor & Business Development Coach at Donaldson Capital Management LLC.
He serves as a Board Member of the Bartholomew County School Foundation and President of the alumni association of Lambda Chi Alpha fraternity at Hanover College.
Mr. Patberg began his career as a Trust Administrator in Retirement Plan Services at Irwin Union Bank.
He joined Irwin Union Advisory Services, a fee-only financial planning firm providing investment management, estate, retirement, educational and tax planning.
He successfully grew his business in 16 years.
He graduated from Hanover College in 1990 with a BA degree in Business Administration and a minor in Economics.
In April 1998, he successfully completed the CFP Board’s requirements for certification and is a Certified Financial Planner professional.

Posizioni attive di Ron Patberg

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/02/2014
Tutte le posizioni attive di Ron Patberg

Formazione di Ron Patberg

Hanover College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Ron Patberg

Relazioni

26

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali