Wealth Strategies: Insider Tips from a Banking Expert
Manage episode 470744641 series 3435840
Me and Rene talk with Kylan Patterson Sr. Kylan is a dedicated Wealth Management Affluent Banker serving clients in the San Francisco Bay Area. With a strong background in financial services, Kylan specializes in providing personalized banking solutions for affluent clients, helping them navigate wealth management, investment strategies, and long-term financial planning. Beyond his professional role, Kylan is passionate about financial literacy, community empowerment, and fostering economic growth. His commitment to excellence and client satisfaction has earned him a reputation as a trusted advisor in the industry.
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86 episodes