2000 -
2009 Vice President, National Account Manager @ John Hancock Financial Services / Manulife Financial
1999 -
2000 Vice President, Key Account Manager @ Liberty Funds (Acquired by Columbia Mgmt)
1986 -
1999 Director, National Accounts @ Keyport Life (Acquired by Sun Life)
Patrick Clifford Education
University of Vermont
Bachelor (Political Science & Economics)
1981
-
1986
Patrick Clifford Skills
FINRA Series 6
FINRA 26-
FINRA 63
Annuities
Mutual Funds
Life Insurance
Retirement Plans
529 College Savings Plans
Separately Managed Accounts
Relationship Management
New Business Development
Sales Management
Fixed Annuities
Retirement Planning
529 Plans
Series 6
Leadership
Alternative Investments
Development
Financial Advisory
Series 63
Business Relationship Management
Insurance
Sales
Portfolio Management
Business Development
Investments
401k
Strategy
Financial Services
Wealth Management
Finra 26
Asset Management
Credit
Series 24
Project Management
Retirement
Series 7
Securities
Selling
Patrick Clifford Summary
Patrick Clifford, based in Boston, MA, US, is currently a Vice President, Key Account Manager at Athene USA. Patrick Clifford brings experience from previous roles at Incapital, Sun Life Financial Distributors, John Hancock Financial Services / Manulife Financial and Liberty Funds (Acquired by Columbia Mgmt). Patrick Clifford holds a 1981 - 1986 Bachelor in Political Science & Economics @ University of Vermont. With a robust skill set that includes FINRA Series 6, FINRA 26-, FINRA 63, Annuities, Mutual Funds and more. Patrick Clifford has 4 emails and 1 mobile phone numbers on RocketReach.
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