Patrick James Gates

Current Employers

Employment History

• 03/2017 → 06/2019
  Miami Markets
  Milford, OH
• 06/2021 → 09/2021
  Standard Bariatrics
  Blue Ash, OH
• 06/2022 → 08/2022
  9258 Wealth Management
  Blue Ash, OH
• 06/2023 → Present
  Touchstone Securities
  Cincinnati, OH
• 12/2022 → 12/2022
  Honey Baked Ham
  Kenwood, OH
• 08/2019 → 12/2022
  Full Time Education
  Not Provided, OH
• 05/2019 → 08/2019
  In-Return
  Blue Ash, OH
• 05/2012 → 03/2017
  Unemployed
  Cincinnati, OH
• 12/2022 → 06/2023
  Unemployed
  Cincinnati, OH

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-20