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
- 2016 -now Vice President - Retirement Services @
- 2013 -2016 Group Account Rep @
- 2012 -2013 Corporate Benefits Committee Chair @ RCM
- 2008 -2012 Financial Consultant @ Herbst Financial Advisors, Inc.
- 2007 -2008 Financial Advisor @ Edward Jones Investments
- 2006 -2006 Sales Intern @ Rapid Displays, Inc
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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