Patrick Hurley Email & Phone Number
Vice President @ CoBank
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Patrick Hurley Location
- Denver, CO, US
Patrick Hurley Work
- Vice President @ (September 2019 - Present)
- Vice President, Partner Services and Intermediary Operations @ (January 2018 - July 2019)
- Vice President, Intermediary Operations @ (August 2014 - January 2018)
- Assistant Vice President, Client Relations: 529 Operations and Retirement Plans @ (March 2012 - August 2014)
- Manager, Intermediary Operations @ (May 2010 - March 2012)
- Supervisor, 529 Operations @ (October 2007 - May 2010)
- Assistant Supervisor, Intermediary Operations @ (August 2006 - October 2007)
- Representative, Dealer Services @ (November 2004 - August 2006)
- Representative, Mailroom @ (September 2003 - November 2004)
Patrick Hurley Education
- Colorado State University-Global Campus 2013
Patrick Hurley Skills
- Call Center
- Financial Services
- Mutual Funds
- FINRA
- Relationship Management
- Series 6
- 529 Plans
- Retirement Planning
- Series 63
- 401k
- Securities
- Life Insurance
- Customer Experience
- Series 51
- Aspect ACD
- Salesforce.com
- Employee Engagement
- Alternative Investments
- Asset Management
- Investments
- Call Centers
- Management
- Process Improvement
- Leadership
- Strategy
- 401 Retirement Savings Plans
- Vendor Management
- Offshore Operations
- Back Office Operations
- Operations Management
- Strategic Planning
- Business Strategy
- Project Management
- Analytical Skills
- Business Process Improvement
- Risk Management
- Cost Reduction
- Customer Service
- Contract Negotiation
- Negotiation
- Team Building
- Communication
- Cross Functional Team Leadership
- Organizational Leadership
- Operational Oversight
- Dealer Operations
- Operational Efficiency
- Corporate Actions
- NSCC
- Dcc&s
- Record Keeping
- Intermediary
- Broker Dealer
Patrick Hurley Summary
- Patrick Hurley, based in Denver, CO, US, is currently a Vice President at CoBank. Patrick Hurley brings experience from previous roles at OppenheimerFunds. Patrick Hurley holds a Colorado State University-Global Campus. With a robust skill set that includes Call Center, Financial Services, Mutual Funds, FINRA, Relationship Management and more. Patrick Hurley has 2 emails and 3 mobile phone numbers on RocketReach.
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