Patrice M. Henning, CIMA®

  • Patrice M. Henning, CIMA®

    Senior Vice President, Investments

Patrice Henning, a Financial Advisor based in Denver, is developing and implementing strategies designed to help her clients pursue their goals. Having received a bachelor's degree in business administration from Saint Mary's University of Minnesota, Patrice went to earn her Series 7 and 63 professional licenses, Series 9 and 10 General Supervisor licenses, and the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business.

In her spare time, Patrice is active in her community. She graduated from several leadership programs such as Leadership St. Paul in 2002, Leadership Denver in 2004, and Leadership Evergreen in 2005. In 2011, Patrice was appointment by Governor John Hickenlooper, to the State of Colorado CollegeInvest Advisory Board of Directors reporting to the Colorado Department of Higher Education. In 2013, Patrice was named Board Chair of CollegeInvest, overseeing Colorado’s $8 Billion 529 Plan, Scholarships and Programs. Patrice also serves on the Investment Committee reporting to the Saint Mary's University of Minnesota Board of Trustees and as a board member of the Fraser River Valley Lion's Club Foundation. Patrice is an active member of her college and high school alumni associations and enjoys a number of community based volunteer activities.

She enjoys skiing, traveling, hiking, golf and scuba diving. In 2011, Patrice accomplished her dream of climbing to the roof Africa and summiting Mount Kilimanjaro.


Accomplishments

  • Certified Investment Management Analyst (CIMA®), Wharton School of Business

 

Education

  • B.S. Business Administration, Saint Mary's University of Minnesota

 

Licenses

  • Series 7, General Securities Representative
  • Series 9, General Securities Sales Supervisor
  • Series 10, General Sales Supervisor
  • Series 63, Uniform Securities State Agent Personal & Community
  • Registered States: AZ, CA, CO, FL, GA, IL, MN, PA, WA, WI

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA,“ and ”Certified Investment Management Analyst.“ Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.