Patrick Kalish Location
Malvern, PA, US
Patrick Kalish Work
- 2025 - now Director of Financial Planning @ Continuum Wealth Advisors, LLC
- 2024 - 2025 Vanguard Sales Executive - Edward Jones Channel @ Vanguard
- 2020 - 2024 Senior Internal Sales Consultant @ Vanguard
- 2019 - 2020 Advanced Onboarding Specialist Supervisor @ Vanguard
- 2017 - 2019 Financial Advisor @ Vanguard
- 2016 - 2017 Business Development Group @ Vanguard
- 2014 - 2016 Territory Sales Manager @ Ritz-Craft
- 2013 - 2013 Lease Consultant @ Paradigm Real Estate Development
- 2012 - 2012 Constituent Outreach @ Representative Karen Boback
- 2012 - 2012 Resident Advisor @ Summerfuel
Patrick Kalish Education
- Lycoming College
Bachelor of Arts (B.A.) (Business Administration, Management and Sustainability)
2010 - 2014
Patrick Kalish Skills
- Leadership
- Apartments
- Marketing Management
- Eagle Scout
- PowerPoint
- Public Speaking
- Business Relationship Management
- Sales
- Managerial Finance
- Business Development
Patrick Kalish Summary
Patrick Kalish, based in Malvern, PA, 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 Leadership, Apartments, Marketing Management, Eagle Scout, PowerPoint and more. Patrick Kalish has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Continuum Wealth Advisors, LLC Employees
-
David Rath
Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC
Saratoga Springs, NY, US32 -
Ben Guerin
Portfolio Analyst at Continuum Wealth Advisors, LLC
Saratoga Springs, NY, US1
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