2015 -
2018 Principal and Chief Executive Officer @ Pacific Benefits and Insurance
2013 -
2015 Director of Sales @ Suffolk Benefits & Insurance Services, LLC
2014 -
2015 Vice President @
2012 -
2013 Financial Representative @
2011 -
2012 Financial Advisor Assistant @
Patrick Llewellyn Skills
Fixed Annuities
Asset Allocation
Microsoft Excel
Mutual Funds
Event Planning
Securities
Life Insurance
Sales
PowerPoint
Insurance
Outlook
Microsoft Office
Financial Analysis
Employee Training
Public Speaking
Analysis
Social Media
Salesforce.com
Employee Benefits
Time Management
Leadership
Patrick Llewellyn Summary
Patrick Llewellyn, based in Danville, CA, US, is currently a Chief Executive Officer at Quickhr. Patrick Llewellyn brings experience from previous roles at Pacific Benefits and Insurance, Suffolk Benefits & Insurance Services, LLC, Ibp Insurance Services and Northwestern Mutual. With a robust skill set that includes Fixed Annuities, Asset Allocation, Microsoft Excel, Mutual Funds, Event Planning and more. Patrick Llewellyn has 1 emails and 1 mobile phone numbers on RocketReach.
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