Primary Job Title SVP, Director of Advice Offerings, Digital & Automated Investing Primary Organization 
Wells Fargo Advisors
Location Saint Louis, Missouri, United States Regions Midwestern US Gender Male
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Patrick Rodman serves as SVP and director of Advice Offerings, WFA Digital & Automated Investing at Wells Fargo Advisors.He is responsible for product management of both the Intuitive Investor offering, WFA’s digital advice platform, and the WFA Solutions offering (call center based advice). Since joining Wells Fargo in 2013, Patrick has
supported the WFA retail brokerage business and has focused on strategy development efforts related to next generation investing & the direct investing business.
Patrick maintains his Series 7 & 63 licenses and has worked in financial services for 16 years in client facing, product mgmt. & development, and strategy roles.
Patrick earned his Bachelor’s degree in business administration from Saint Louis University and his MBA from Washington University’s Olin School of Business.
