Mary Patch Location
Dubuque, IA, US
Mary Patch Work
- 2023 - now Retirement Plan Adviser @ Atlatl Advisers
- 2016 - now Owner @ Patch Retirement Plan Solutions, LLC
- 2019 - 2023 Retirement Plan Advisor @ Independent Financial Partners (IFP)
- 2016 - 2019 Managing Director @ Williams Group LLC - Iowa
- 2014 - 2016 Director of Retirement Plan Solutions @ Partners Wealth Management, Inc.
- 2012 - 2014 Senior Vice President, Investment and Retirement Plan Services @ Trademark Capital Management, Inc.
- 2000 - 2012 Director, Business Development @ Steele Capital Management
- 1996 - 2000 Senior Account Executive @ Emjay Corporation
- 1995 - 1996 Account Executive @ Bank One (now JP Morgan Chase)
- 1990 - 1995 Communications Analyst @ CIGNA (now Prudential)
Mary Patch Education
- Loras College
Bachelor of Arts (BA) (History, Secondary Education, General Business)
1984 - 1988
Mary Patch Skills
- 401(k)
- Retirement Plan Consulting
- Retirement Savings
- 401k
- Retirement Planning
- Investments
- Retirement
- Wealth Management
- Pensions
- Financial Advisory
Mary Patch Summary
Mary Patch, based in Dubuque, IA, US, is currently a Retirement Plan Adviser at Atlatl Advisers. Mary Patch brings experience from previous roles at Patch Retirement Plan Solutions, LLC, Independent Financial Partners (IFP), Williams Group LLC - Iowa and Partners Wealth Management, Inc.. Mary Patch holds a 1984 - 1988 Bachelor of Arts (BA) in History, Secondary Education, General Business @ Loras College. With a robust skill set that includes 401(k), Retirement Plan Consulting, Retirement Savings, 401k, Retirement Planning and more. Mary Patch has 2 emails and 2 mobile phone numbers on RocketReach.
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