Principal and Chief Executive Officer @ Pacific Benefits and Insurance (November 2015 - January 2018)
Director of Sales @ Suffolk Benefits & Insurance Services, LLC (February 2013 - June 2015)
Vice President @ (May 2014 - May 2015)
Financial Representative @ (January 2012 - January 2013)
Financial Advisor Assistant @ (September 2011 - May 2012)
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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