Summary
Overview
Work History
Education
Skills
Timeline
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Donte Patton

Birmingham,AL

Summary

Dynamic Investment Advisor with a proven track record at Atmosecure, excelling in business development and strategic planning. Expert in mezzanine transactions and portfolio management, I foster strong client relationships while driving successful financial models. Recognized for enhancing operational efficiency and delivering exceptional service, I am committed to maximizing client satisfaction and achieving business goals.

Overview

10
10
years of professional experience

Work History

Investment Advisor

Atmosecure
05.2024 - Current
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Raised money to complete business development projects such as mergers and company purchases.
  • Gathered data and built financial models around key metrics.
  • Contacted potential clients to pursue sales and gather funds.
  • Researched companies and prepared presentations for management and prospective buyers.
  • Met with clients to generate new business and negotiate contracts.
  • Studied financial documents to identify potential areas needing improvement.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Property Manager

Copper Safe Storage
11.2022 - 10.2023
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Introduced prospective tenants to types of units available and performed tours of premises.
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Communicated effectively with owners, residents, and on-site associates.

Client Support Specialist

Politicause LLC
04.2017 - 08.2020
  • Verified basic needs are being met, providing navigation assistance for various benefits and available services.
  • Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
  • Interacted with team members across departments to research and resolve customer issues.
  • Conducted case management activities and services with multidisciplinary team.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Maintained up-to-date knowledge of product and service changes.

Sales Associate

AT&T
02.2016 - 04.2017

Assist and guide clients to fit their needs, as well as make sure the inventory was on par with balance and spreadsheets

  • Engaged with customers to effectively build rapport and lasting relationships.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Engaged with customers to build rapport and loyalty.

Education

Bachelor of Science - Finance

University of Alabama At Birmingham
Birmingham, AL
12-2026

Skills

  • Mezzanine transactions
  • Strategic planning
  • Regional equity portfolios
  • Business development
  • Risk mitigation
  • Estate planning
  • Project management
  • Company valuations
  • Technical analysis
  • Portfolio management
  • Asset allocation
  • Wealth management

Timeline

Investment Advisor

Atmosecure
05.2024 - Current

Property Manager

Copper Safe Storage
11.2022 - 10.2023

Client Support Specialist

Politicause LLC
04.2017 - 08.2020

Sales Associate

AT&T
02.2016 - 04.2017

Bachelor of Science - Finance

University of Alabama At Birmingham