Patricia Pellett - Email & Phone Number

Client Portfolio Manager at Trajan Wealth Llc

Patricia Pellett is based out of Scottsdale, Arizona, United States and works at Trajan Wealth Llc as Client Portfolio Manager.

Patricia Pellett's Contact Information

Patricia Pellett's Work email

p*****@trajan***.com

Valid

Latest update

January 23, 2024

Location

Scottsdale, Arizona, United States

Patricia's current employer

Trajan Wealth Llc

Description

Trajan Wealth is client-centeric and we value our fiduciary relationships. Contact us for help on reaching your financial goals!

Website

trajanwealth.com

HQ Location

Scottsdale, AZ, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Trajan Wealth Llc

Frequent questions about Patricia Pellett

What company is Patricia Pellett working for?

Patricia Pellett works for Trajan Wealth Llc.

What is Patricia Pellett's function at Trajan Wealth Llc?

Patricia Pellett is Client Portfolio Manager at Trajan Wealth Llc.

Where is Patricia Pellett based?

Patricia Pellett is based out of Scottsdale, Arizona, United States.

What is Patricia Pellett's work email address?

Patricia Pellett's professional email address is p*****@trajan***.com

Who are Patricia Pellett's co-workers?

Patricia Pellett's colleagues are Jeff Junior, Mike Wilson, Rubén Angulo, Sterling Russell, David Busch, CFA, Mollie Everett, Eric Tseng, Katie Terrazas, Ann Wang, Jessie Grenfell, Rebecca Hollingsworth, Shane McGreevy, Ilya Roytman, Thomas Kelleher, Steve Shelvey, Jeff Gonzales, Nickolas Minard, Tami Hampshire, Michael Collins, Brandon Gerfen, Marti Bryant, Corbett LaDuke, Steve Woodhead, Udayan Mitra, Paul Mann, Tim Lambros, Nicole Smith, Chris Nowack, Judith Maldonado, Nate Haberman, Laurie Turley, Nathan Faerber.

Patricia's co-workers

Jeff Junior

CEO and Independent Financial Advisor

Mike Wilson

Vice President and Financial Planner

Rubén Angulo

VP of Advisor Development & Investment Advisor Representative

Sterling Russell

Director Of Fixed Income

David Busch, CFA

Director of Fixed Income

Mollie Everett

Director of Marketing

Eric Tseng

Head of Client Development

Katie Terrazas

Marketing Manager

Ann Wang

Investment Specialist

Jessie Grenfell

Senior Salesforce Developer

Rebecca Hollingsworth

Content Creation Manager

Shane McGreevy

Chief Operating Officer

Ilya Roytman

Fiduciary Advisor

Thomas Kelleher

Client Portfolio Manager

Client Portfolio Manager

Tami Hampshire

Chief Marketing Officer

Chief Investment Officer

Paul Mann

Continuous Improvement Manager

Client Relationship Manager

Nate Haberman

Client Portfolio Manager

Laurie Turley

Investment Advisor Representative

Nathan Faerber

Finacial Advisor

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