Patrick S Sallee

Complex Compliance Specialist

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Location:

44 Glen Cove Dr, Arden, NC 28704

Industry:

Financial Services

Work:

Captrust Aug 2007 - Aug 2013
Executive Compliance Officer
Wells Fargo Advisors Aug 2007 - Aug 2013
Complex Compliance Specialist
Bank of America Apr 2001 - Jul 2007
Vp-Registered Business Support Manager and Compliance
First Union Securities Oct 1999 - Apr 2001
Discount Broker

Education:

University of North Carolina at Charlotte 2005
Master of Business Administration, Masters Unc Charlotte Belk College of Business 2002 - 2005
Master of Business Administration, Masters, Business Wofford College 1995 - 1999
Bachelors, Bachelor of Arts, Business Economics, Business Ooltewah High School

Languages:

English

Certifications:

Series 4 (Options Principal)
Series 7 (General Securities Representative)
Series 9 (Sales Principal - Options)
Series 10 (Sales Principal)
Series 24 (General Securities Principal)
Series 27 (Financial and Operations Principal)
Series 53 (Municipal Principal)
Series 55 (Equity Trader)
Series 63 (State Securities Representative)
Series 65 (Registered Investment Advisor)
Series 87 (Equity Research Principal)
Financial Industry Regulatory Authority

Route Sales Representative

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Work:

Education:

Chief Executive Officer

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Location:

8609 north Lewis Ave, Kansas City, MO 64157

Industry:

Hospital & Health Care

Work:

Vibrant Health - Wyandotte Neighborhood Clinics
Chief Executive Officer
Rodgers Health May 2014 - Feb 2017
Chief External Relations Officer and Executive Director, Surhc Foundation
The Good Men Project Oct 2014 - Dec 2016
Author
American Red Cross Kansas City Region Nov 2010 - May 2014
Chief Development Officer
Big Brothers Big Sisters of Greater Kansas City Oct 2007 - Nov 2010
Director of Development

Education:

University of Missouri - Kansas City 2004 - 2006
Masters, Public Administration, Management Oklahoma Baptist University 1998 - 2002

Skills:

Fundraising
Nonprofits
Leadership
Public Speaking
Volunteer Management
Social Media Marketing
Event Planning
Board Development
Community Outreach
Staff Development
Strategic Planning
Philanthropy
Program Development
Non Profits
Grant Writing
Grants
Public Relations
Social Media
Annual Giving
Leadership Development
Marketing
Event Management
Management
Stewardship
Community Development
Marketing Communications
Program Management
Media Relations
Non Profit Administration
Newsletters
Strategic Communications
Proposal Writing
Planned Giving
Research
Prospect Research
Fundraisers
Healthcare
Healthcare Management

Patrick Sallee

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Location:

United States

Patrick Sallee

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Location:

United States