Jason Patrick's Location
Newport Beach, CA, US
Jason Patrick's Work
- Principal @ Fiduciary Advisors, LLC
- Assistant Vice President / Retirement Plan Consultant @ USI Consulting Group
- Corporate Retirement and Executive Benefits Development / Investment Advisor Representative @ USI Insurance Services
- Investment and Insurance Specialist / Account Management @ USI Insurance Services
Jason Patrick's Education
- UCLA Anderson School of Management2010 - 2012
- University of Phoenix
Bachelor of Science (Business, Finance)
2009 - 2011 - Saddleback College
(General Education)
2004 - 2006
- Irvine Valley College
Associate of Arts (Business Administration)
2003 - 2006 - Boise State University
(General Education)
2001 - 2002
Jason Patrick's Skills
- Employee Benefits
- Investments
- Retirement Planning
- Insurance
- Investment Advisory
- 401k
- Disability Insurance
- Leadership
- Financial Analysis
- Defined Benefit
Jason Patrick's Summary
Jason Patrick, based in Newport Beach, CA, US, is currently a Principal at Fiduciary Advisors, LLC, bringing experience from previous roles at USI Consulting Group and USI Insurance Services. Jason Patrick holds a 2010 - 2012 UCLA Anderson School of Management. With a robust skill set that includes Employee Benefits, Investments, Retirement Planning, Insurance, Investment Advisory and more, Jason Patrick contributes valuable insights to the industry. Jason Patrick has 2 emails and 1 mobile phone number on RocketReach.
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