Kevin Patrick Email & Phone Number
Senior Vice President Operations and Participant Call Center @ Newport Financial Services
5 free lookup(s).
Kevin Patrick Location
- Sacramento, CA, US
Kevin Patrick Work
- 2015 - now Senior Vice President Operations and Participant Call Center @
- 2014 - 2015 Vice President of Client Services @
- 2012 - 2014 Owner @ K C Patrick Consulting
- 2008 - 2012 Managing Director, Third Party Administrator (TPA) Business Solutions @
- 2007 - 2008 Director, Internal Audit @
- 1997 - 2007 Department Head and Sr. Manager for Institutional 401(k) Business @
- 1995 - 1997 Associate Director of Third Party Business @
- 1987 - 1995 Business Manager for Retail and Qualified Plan Businesses @
Kevin Patrick Education
- Westminster
Master Of Business Administration
- Ferris State University
Bachelor Of Science (Business)
Kevin Patrick Skills
- Series 7
- 401k
- FINRA
- Call Center
- Customer Relations
- ERISA
- Mutual Funds
- Human Capital Management
- Six Sigma
- Strategic Planning
- Customer Service
- CRM
- Leadership
- Series 63
- Customer Relationship Management Crm
- Consulting
- Personnel Management
- Retirement Planning
- TPA
- Investments
- Finance
- 401k Retirement Savings Plans
- Solutions
- Strategy
- Financial Services
- Operations
- Program Management
- Risk Management
- Management
- Trading
- Call Centers
- Employee Benefits
- Securities
- Customer Relationship Management
- 401 Retirement Savings Plans
Kevin Patrick Summary
- Kevin Patrick, based in Sacramento, CA, US, is currently a Senior Vice President Operations and Participant Call Center at Newport Group. Kevin Patrick brings experience from previous roles at Newport Group, K C Patrick Consulting and Charles Schwab. Kevin Patrick holds a Master Of Business Administration @ Westminster. With a robust skill set that includes Series 7, 401k, FINRA, Call Center, Customer Relations and more. Kevin Patrick has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Newport Financial Services Employees
Kevin Patrick
Senior Vice President Operations and Participant Call Center
Sacramento, CA, US
F. Moran
Managing Director
Lake Mary, FL, US
James Campisi
President
Winter Park, FL, US
Glenna Bayles
Vice President, Client Services
Apopka, FL, US
Matthew Meyer
President, Newport Group Consulting, LLC
Orlando, FL, US
Eddie Oliphant
Vice President, Plan Administration
Orlando, FL, US
Andrew Oliphant
Vice President, National Distribution
Fernandina Beach, FL, US
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