wealth management banker in Albuquerque Pat Dee
7900 Jefferson St Ne
Albuquerque, NM 87109
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It is my pleasure to serve the financial needs of people in New Mexico. I started in the financial industry in 1980 and became a Wealth Management Banker in 2014. I hold a Bachelor of Science degree in accounting from the University of Denver. NMLS #1257374.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I serve on the boards of Albuquerque Economic Development and the Better Business Bureau of New Mexico and Southern Colorado. I am also involved in the tutoring program for kindergarteners, Albuquerque Reads. In my free time, I enjoy photography, golf, fishing and spending time with my family.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.