Patrick Kalish Email & Phone Number
Director of Financial Planning @ Continuum Wealth Advisors, LLC
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Patrick Kalish Location
- Saratoga Springs, NY, US
Patrick Kalish Work
- Director of Financial Planning @ (February 2025 - Present)
- Vanguard Sales Executive - Edward Jones Channel @ (October 2024 - February 2025)
- Senior Internal Sales Consultant @ (December 2020 - October 2024)
- Advanced Onboarding Specialist Supervisor @ (June 2019 - December 2020)
- Financial Advisor @ (August 2017 - June 2019)
- Business Development Group @ (July 2016 - August 2017)
- Territory Sales Manager @ (April 2014 - April 2016)
- Lease Consultant @ (May 2013 - July 2013)
- Constituent Outreach @ Representative Karen Boback (July 2012 - September 2012)
- Resident Advisor @ Summerfuel (May 2012 - July 2012)
Patrick Kalish Education
- Lycoming College
Bachelor of Arts (B.A.) (Business Administration, Management and Sustainability)
2010-2014
Patrick Kalish Skills
- Asset Allocation
- Business Tax Planning
- Direct Sales
- Estate Tax Planning
- Holistic Financial Planning
- Personal Tax Planning
- Retirement Planning
- Series 63
- Series 65
- Tax Planning
- Leadership
- Apartments
- Marketing Management
- Eagle Scout
- PowerPoint
- Public Speaking
- Business Relationship Management
- Sales
- Managerial Finance
- Business Development
- Lease Negotiations
- Team Leadership
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Social Networking
- Sustainable Business
- Constituent Relations
- Residential Homes
- Time Management
- Customer Service
- Contract Negotiation
- Management
- Project Management
- Research
- Single Family Homes
- Inspection
- New Home Sales
- Property Management
Patrick Kalish Summary
- Patrick Kalish, based in Saratoga Springs, NY, US, is currently a Director of Financial Planning at Continuum Wealth Advisors, LLC. Patrick Kalish brings experience from previous roles at Vanguard. Patrick Kalish holds a 2010 - 2014 Bachelor of Arts (B.A.) in Business Administration, Management and Sustainability @ Lycoming College. With a robust skill set that includes Asset Allocation, Business Tax Planning, Direct Sales, Estate Tax Planning, Holistic Financial Planning and more. Patrick Kalish has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Continuum Wealth Advisors, LLC Employees
Patrick Kalish
Director of Financial Planning
Saratoga Springs, NY, US
Jennifer Henry
Portfolio Services Manager
Saratoga Springs, NY, US
Andrew Heuss
Director of Strategic Growth
Saint Paul, MN, US
Timothy Smith
CEO | Managing Partner
Saratoga Springs, NY, US
Ben Guerin
Portfolio Analyst
Saratoga Springs, NY, US
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