Patrick Conlon's Location
Iowa City, IA, US
Patrick Conlon's Work
- Financial Consultant and CFP® @ TIAA
- Regional Director of Sales @ Aegon
- Financial Advisor @ American Express
Patrick Conlon's Education
- College for Financial Planning
CFP® (Financial Planning and Services)
2008 - 2011 - The American College
CHFC (Financial Planning and Services)
2002 - 2013 - Western Illinois University
Master of Science (MS) (Sport Management)
1992 - 1994
- University of Northern Iowa
Bachelor of Arts (BA) (Education)
1988 - 1992
Patrick Conlon's Skills
- Retirement Planning
- Portfolio Management
- Investments
- Personal Financial Planning
- IRAs
- Roth IRA
- 403 b
- Financial Seminars
- Services
- Financial Services
Patrick Conlon's Summary
Patrick Conlon, based in Iowa City, IA, US, is currently a Financial Consultant and CFP® at TIAA, bringing experience from previous roles at AEGON Americas and American Express. Patrick Conlon holds a 2008 - 2011 CFP® in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Portfolio Management, Investments, Personal Financial Planning, IRAs and more, Patrick Conlon contributes valuable insights to the industry. Patrick Conlon has 3 emails and 2 mobile phone numbers on RocketReach.
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