Vice President, National Account Manager @ John Hancock Financial Services / Manulife Financial (August 2000 - April 2009)
Vice President, Key Account Manager @ Liberty Funds (Acquired by Columbia Mgmt) (August 1999 - June 2000)
Patrick Clifford Education
University of Vermont
Bachelor (Political Science & Economics)
1981-1986
Patrick Clifford Skills
401k
529 College Savings Plans
529 Plans
Alternative Investments
Annuities
Asset Management
Business Development
Business Relationship Management
FINRA 26-
FINRA 63
FINRA Series 6
Financial Advisory
Financial Services
Fixed Annuities
Insurance
Investments
Leadership
Life Insurance
Mutual Funds
New Business Development
Relationship Management
Retirement
Retirement Planning
Retirement Plans
Sales
Sales Management
Securities
Separately Managed Accounts
Series 24
Series 6
Series 63
Series 7
Strategy
Wealth Management
Development
Portfolio Management
Finra 26
Credit
Project Management
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 401k, 529 College Savings Plans, 529 Plans, Alternative Investments, Annuities and more. Patrick Clifford has 1 emails and 5 mobile phone numbers on RocketReach.
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