Santa Clara University - Leavey School of Business
MBA (MARKETING)
1968
-
1970
University of San Francisco
BS (BUSINESS ADMINSTRATION)
1959
-
1963
Patrick Freeman Skills
Insurance
Health Insurance
Medicare
Life Insurance
Disability Insurance
Brokers
Property & Casualty Insurance
Long-term Care
Employee Benefits
Underwriting
Term Life Insurance
Retirement Planning
Workers Compensation
Fixed Annuities
Retirement
Health Savings Accounts
Small Business
Commercial Insurance
Professional Liability
Long Term Care Insurance
Legal Liability
Claim
Critical Illness
Financial Planners
Accident
Licensed Life & Health Insurance Agent
Cafeteria Plans
Whole Life
Medicare Part D
Universal Life
IRAs
Insurance Brokerage
General Insurance
Group Insurance
Dentistry
Liability
Homeowners
Renters
Umbrella Insurance
Selling
Agents
Licensed Property & Casualty Insurance Agent
Estate Planning
Brokerage
Property
1031 Exchanges
Employment Practices Liability
Commercial Lines
Casualty
Marine Insurance
Variance Analysis
Oracle E Business Suite
Expenses
Cost Accounting
Data Entry
Accruals
Finance
Management
Financial Statements
Fixed Assets
Peachtree
General Ledger
Auditing
Accounting
Forecasting
Account Reconciliation
Financial Accounting
Reconciliation
Microsoft Excel
Customer Service
Bookkeeping
Property Tax
Great Plains Software
Long Term Care
Word
Accounts Payable
Payroll
Analysis
Access
Corporate Real Estate
Journal Entries
Revenue Recognition
Licensed Life And Health Insurance Agent
GAAP
QuickBooks
Sarbanes Oxley Act
Accounts Receivable
Purchasing
PeopleSoft
Tax
Spreadsheets
Excel
ADP Payroll
Pivot Tables
Balance
Outlook
JD Edwards
Microsoft Word
Internal Controls
Financial Analysis
Licensed Property And Casualty Insurance Agent
Invoicing
Property And Casualty Insurance
Financial Reporting
Patrick Freeman Summary
Patrick Freeman, based in California, United States, is currently a Chief Executive Officer at FREEMAN LAGUNA INSURANCE SERVICES INC. Patrick Freeman brings experience from previous roles at Freeman Insurance Agency and ALLSTATE INSURANCE AGENCY ,LAGUNA BEACH. Patrick Freeman holds a 1968 - 1970 MBA in MARKETING @ Santa Clara University - Leavey School of Business. With a robust skill set that includes Insurance, Health Insurance, Medicare, Life Insurance, Disability Insurance and more. Patrick Freeman has 6 emails and 2 mobile phone numbers on RocketReach.
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