Profile
Rob Paterson worked as a Mortgage Consultant at San Francisco Funding, Inc. from 2002 to 2003.
He was a Federal Sales Manager at Humanscale Corp.
from 2007 to 2011.
In 2011, he joined Beta Wealth Group, Inc. as a Financial Advisor.
In 2012, he worked as a Registered Representative at Raymond James Financial Services, Inc. Mr. Paterson received his undergraduate degree from San Diego State University in 1995.
Former positions of Rob Paterson
| Companies | Position | End |
|---|---|---|
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Corporate Officer/Principal | 2012-09-29 |
Humanscale Corp.
 Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Corporate Officer/Principal | 2011-02-27 |
San Francisco Funding, Inc.
 San Francisco Funding, Inc. Finance/Rental/LeasingFinance Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003. | Corporate Officer/Principal | 2003-09-29 |
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Portfolio Manager-Equities | - |
Training of Rob Paterson
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
San Francisco Funding, Inc.
San Francisco Funding, Inc. Finance/Rental/LeasingFinance Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
Humanscale Corp.
Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Producer Manufacturing |
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Finance |
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