Michael E Patterson

Current Employers

Employment History

• 08/2013 → 01/2017
  Massmutual Life Insurance Company
  Hyannis, MA
• 09/2013 → 01/2017
  Mml Investors Services Llc
  Hyannis, MA
• 02/2017 → 05/2022
  The Patriot Financial Group
  Westborough, MA
• 05/2022 → Present
  The Patriot Financial Group
  Westborough, MA

Other Businesses

NAME: Michael Patterson INVESTMENT RELATED: No ADDRESS: 100 Independence Drive Unit 7-120 Hyannis, MA 02601 NATURE: Insurance POSITION: Agent START DATE: 2017 NUMBER OF HOURS PER MONTH: 2 hours per month TRADING HOURS: 2 trading hours per month DESCRIPTION: Michael sells disability and life insurance products through Ohio National and long term care insurance thru Crump Life Insurance through his appointment with Mutual of Omaha. NAME: Good Habits Financial INVESTMENT RELATED: No ADDRESS: 100 Independence Drive Unit 7-120 Hyannis, MA 02601 NATURE: Insurance POSITION: Agent START DATE: March 2020 NUMBER OF HOURS PER MONTH: 10 hours per month TRADING HOURS: 8 trading hours per month DESCRIPTION: Michael sells Medicare products (Medicare supplements, Medicare Advantage Plans, Hospital Indemnity Plans and Prescription Drug Plans) through multiple insurance carriers including Tufts, Harvard Pilgrim, Fallon Health, Lasso Health, Well Care, Silver Script/Aetna and Guaranteed Trust Life. DJ and Host; Patrick's Pub Games/Sea Dog Brew Pub; Is the business investment related: No; Location of the business: 23 Whites Path South Yarmouth MA 02664 USA; Description of the business: Host a weekly Music Bingo night at a local restaurant every Thursday evening from 8-10pm. I host at Sea Dog Brew Pub as an independent contractor thru Patrick's Pub Games. ; Responsibilities Duties: Playing music and ; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 2; Michael E Patterson works at Think Energy; Investment related: No; Location: 4 Post Office Lane, Unit 1288 Green Farms CT 06838; Description: this business is home based operated out of his residential address in MA, he works with customer's electricity bills to help them potentially save money on the supply charge portion of the bill; Responsibilities: Review a customer's electric bill and see if there is an opportunity for them to save money by lowering their electricity supply rate; Position: Energy Advisor; Start date: 2024-03-04; Hours per month during trading hours: 2; Hours per month outside trading hours: 6; Percentage of total yearly compensation expected: 3; Website address: www.thinkenergy.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-02
• S63 Uniform Securities Agent State Law Examination
  2008-10-17