Pat Mickelson Email & Phone Number
401(k) Specialist and Investment Adviser
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Pat Mickelson Location
- Littleton, CO, US
Pat Mickelson Work
- 401(k) Specialist and Investment Adviser @ Dendrite Capital (April 2021 - Present)
- 401(k) Specialist and Investment Adviser @ (November 2014 - April 2021)
- 401(k) Specialist and Investment Adviser @ (October 2013 - October 2014)
- 401(k) Specialist and Investment Adviser @ (January 2004 - September 2013)
- Team Leader @ (March 2001 - March 2004)
- 401(k) Specialist @ (April 1999 - February 2001)
Pat Mickelson Education
- TUI University
MBA (E-Commerce)
2000-2002 - University of Northern Iowa
BA (Spanish)
1994-1998 - University of Northern Iowa
BA (Marketing)
1994-1998 - Tecnológico de Monterrey
Study abroad program (Spanish Language Honor Society honoree)
1997-1997
Pat Mickelson Skills
- 401k
- 401k Rollovers
- Roth IRA
- IRA Rollovers
- 529 Plans
- Separately Managed Accounts
- Investment Policy
- Interest Rate Risk Management
- Investments
- Asset Allocation
- Group Benefits
- Microsoft Office
- CRM software
- IRA's
- Employee Benefits
- Asset Management
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Investment Advisory
- Series 7
- Series 63
- Investment Strategies
- ERISA
- Securities
- IRAs
- Investment Education
- Finance
- Retirement
- Small Business
- Investment Management
- Financial Planners
- Financial Advisory
- Financial Planning
- Strategic Financial Planning
- CRM
- 401(k) Retirement Savings Plans
- Test Automation
- C
- Computer Hardware
- Debugging
- Operating Systems
- Networking
- Electronics
- Agile Methodologies
- Scrum
- 401K Retirement Savings Plans
- Wealth Management
- Testing
- Design of Experiments
- Product Management
- Python
- Semiconductors
- Product Development
- Scriptwriting
- Separately Managed
- Integration
- Hardware
- Interest Rate Risk
- 401 Retirement Savings Plans
Pat Mickelson Summary
- Pat Mickelson, based in Littleton, CO, US, is currently a 401(k) Specialist and Investment Adviser at Dendrite Capital. Pat Mickelson brings experience from previous roles at Stonefield Investment Advisory, Highwater Wealth Management LLC and INVESCO. Pat Mickelson holds a 2000 - 2002 MBA in E-Commerce @ TUI University. With a robust skill set that includes 401k, 401k Rollovers, Roth IRA, IRA Rollovers, 529 Plans and more. Pat Mickelson has 1 emails and 1 mobile phone numbers on RocketReach.
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