Patricia Fleischmann Email & Phone Number
Executive Administrative Assistant @ OnePoint BFG Wealth Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Patricia Fleischmann Location
- Port St. Lucie, FL, US
Patricia Fleischmann Work
- Executive Administrative Assistant @ (February 2025 - Present)
- Caregiver (July 2021 - October 2023)
- Client Services Coordinator @ (November 2018 - July 2021)
- Registered Investment Assistant @ Cetera Advisor Networks LLC (March 2017 - November 2017)
- Registered Investment Assistant @ Bleakley Financial Group (May 2003 - June 2016)
- Independent Beauty Consultant @ (February 1996 - November 2008)
Patricia Fleischmann Education
- Montclair State University
Patricia Fleischmann Skills
- Asset Allocation
- Client Relations
- Client Services
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Financial Planning
- Financial Reporting
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Word
- Mutual Funds
- Retirement Planning
- Sales
- Salesforce.com
- Series 6
- Series 63
- Trading
- Variable Annuities
- Wealth Management
- Wealth Management Services
Patricia Fleischmann Summary
- Patricia Fleischmann, based in Port St. Lucie, FL, US, is currently a Executive Administrative Assistant at OnePoint BFG Wealth Partners. Patricia Fleischmann brings experience from previous roles at Self Employed, Summit Financial Corp, Cetera Advisor Networks LLC and Bleakley Financial Group. Patricia Fleischmann holds a Montclair State University. With a robust skill set that includes Asset Allocation, Client Relations, Client Services, Customer Relationship Management (CRM), Customer Service and more. Patricia Fleischmann has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Patricia Fleischmann?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co