Patrick Coleman Email & Phone Number

Vice President of Client Services | Employee Benefits, Senior Client Executive @ OneDigital Health and Benefits

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Patrick Coleman Location

United States

Patrick Coleman Work

2025 - now Vice President of Client Services | Employee Benefits, Senior Client Executive @ OneDigital Health and Benefits
2018 - 2025 Client Executive @ OneDigital Health and Benefits
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2015 - 2025 Benefits Consultant @ The Wladis Companies

2010 - 2015 Associate Financial Representative @ Northwestern Mutual
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2008 - 2009 Associate @ Edward Jones

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Patrick Coleman Education

University of Rochester
BA (Financial Economics)
2008 - 2010
Finger Lakes Community College
AAS (Criminal Justice)
2006 - 2007

Patrick Coleman Skills

Series 63
Microsoft Excel
Employee Benefits

Fixed Annuities
Retirement
401k
Customer Service
Disability Insurance
Insurance
Financial Analysis

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Patrick Coleman Summary

Patrick Coleman, based in United States, is currently a Vice President of Client Services | Employee Benefits, Senior Client Executive at OneDigital. Patrick Coleman brings experience from previous roles at OneDigital Health and Benefits, The Wladis Companies, Northwestern Mutual Financial Network and Edward Jones. Patrick Coleman holds a 2008 - 2010 BA in Financial Economics @ University of Rochester. With a robust skill set that includes Series 63, Microsoft Excel, Employee Benefits, Fixed Annuities, Retirement and more. Patrick Coleman has 3 emails and 3 mobile phone numbers on RocketReach.

Patrick Coleman Emails

Found 3 emails

Patrick Coleman Phone Numbers

Found 6 phone numbers

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San Francisco, CA, US
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- gmail.com
- yahoo.com
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- +1 703-600-XXXX
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Patrick Coleman

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Patrick Coleman

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Atlanta, GA, US
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Vincent Morris

President | OneDigital Retirement + Wealth at OneDigital Health and Benefits

Overland Park, KS, US
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Todd Belden

President, Central Region at OneDigital Health and Benefits

Cincinnati, OH, US
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David Pittard

Chief Client Officer, Southeast at OneDigital Health and Benefits

Atlanta, GA, US
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Alan Cole

Vice President, Retirement Plan Consulting at OneDigital Health and Benefits

Atlanta, GA, US
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Dave Griffin

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Atlanta, GA, US
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Julie Cape

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Jeff Yamin

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Vice President Strategic Partnerships at OneDigital Health and Benefits

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Erica Zinkie

EVP, Legal and Risk at OneDigital Health and Benefits

Atlanta, GA, US
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