Patrick Edwards Email & Phone Number
Vice President - Retirement Services @ USI Consulting Group
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Patrick Edwards Location
- Cincinnati, OH, US
Patrick Edwards Work
- Vice President - Retirement Services @ (June 2016 - Present)
- Group Account Rep @ (December 2013 - June 2016)
- Corporate Benefits Committee Chair @ RCM (September 2012 - August 2013)
- Financial Consultant @ Herbst Financial Advisors, Inc. (March 2008 - September 2012)
- Financial Advisor @ Edward Jones Investments (June 2007 - March 2008)
- Sales Intern @ Rapid Displays, Inc (May 2006 - August 2006)
Patrick Edwards Education
- Augustana College
BA (Management, Finance, Marketing)
2003-2007 - Marmion Academy
Patrick Edwards Skills
- Accredited Investment Fiduciary (AIF)
- Financial Services
- Corporate Retirement Plan Design
- 401(k) Education
- Pensions
- Accredited Investment Fiduciary Aif
- 401k Education
- 401 Education
- Accredited Investment Fiduciary
Patrick Edwards Summary
- Patrick Edwards, based in Cincinnati, OH, US, is currently a Vice President - Retirement Services at USI Consulting Group. Patrick Edwards brings experience from previous roles at Mutual of America, RCM, Herbst Financial Advisors, Inc. and Edward Jones Investments. Patrick Edwards holds a 2003 - 2007 BA in Management, Finance, Marketing @ Augustana College. With a robust skill set that includes Accredited Investment Fiduciary (AIF), Financial Services, Corporate Retirement Plan Design, 401(k) Education, Pensions and more. Patrick Edwards has 1 emails on RocketReach.
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