Patrick Lillis Email & Phone Number
Senior Consultant @ Retirement Plan Analytics
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Patrick Lillis Location
- Kansas City, MO, US
Patrick Lillis Work
- Senior Consultant @ (October 2019 - Present)
- Vice-President of Sales @ (February 2004 - October 2019)
- District Sales Manager @ (October 2000 - February 2004)
- Investment Broker @ (September 1995 - February 1999)
- Investor Service Representative @ (August 1993 - September 1995)
- Congressional Intern @ u.s House of Representative Ike Skelton (January 1993 - May 1993)
Patrick Lillis Education
- The University of Kansas
Bachelor of Arts (Economics, Political Science)
1988-1992 - Rockhurst High School 1984-1988
Patrick Lillis Skills
- 401k
- 401k Sales
- Coaching
- Defined Benefit
- Pensions
- Series 63
- Series 7
- Training
Patrick Lillis Summary
- Patrick Lillis, based in Kansas City, MO, US, is currently a Senior Consultant at Retirement Plan Analytics. Patrick Lillis brings experience from previous roles at Principal Financial Group, Paychex, A.g. Edwards & Sons, Inc. and American Century Investments. Patrick Lillis holds a 1988 - 1992 Bachelor of Arts in Economics, Political Science @ The University of Kansas. With a robust skill set that includes 401k, 401k Sales, Coaching, Defined Benefit, Pensions and more. Patrick Lillis has 1 emails and 3 mobile phone numbers on RocketReach.
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