Verified recordFinancial Services

Patrick Jones

Summer Associate at Latitude Wealth Management

Based in Pullman, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Pullman

Industry

Financial Services

Company size

1 to 10

Contact information

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Email

1 credit

p•••••••@latitudewealth.com

Phone

5 credits

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Background

About Patrick Jones

Graduating Fall 2025 with bachelor degrees in Finance and Accounting from WSU's Carson College of Business.> Experience in Financial Services gained from summer internships with AgWest Farm Credit and Latitude Wealth Management.> Leadership and Team Management experience gained from my role as Director of Liturgical music at St. Thomas More Catholic Student Center. Skills: Relationship Management, Project Management, Time Management, Fundamental Analysis, Market Analysis, Macro Analysis, Salesforce, MoneyGuide Pro, Holistiplan

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