Patrick McCallister Email & Phone Number
Sr. Retirement Plan Consultant
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Patrick McCallister Location
- Pittsburgh, PA, US
Patrick McCallister Work
- Sr. Retirement Plan Consultant @ Henderson Brothers Financial Partners (formerly HB Retirement) (March 2025 - Present)
- Retirement Plan Consultant @ (September 2017 - February 2025)
- Vice President @ (May 2004 - September 2017)
- Vice President @ Wachovia Retirement Services (May 2004 - January 2009)
- Managing Director @ (January 1998 - January 2004)
- Account Executive @ (February 1986 - December 1997)
Patrick McCallister Education
- Duquesne University
Business
1981-1985
Patrick McCallister Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Deferred Compensation
- Defined Benefit
- ERISA
- Executive Compensation
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Mutual Funds
- Pensions
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
Patrick McCallister Summary
- Patrick McCallister, based in Pittsburgh, PA, US, is currently a Sr. Retirement Plan Consultant at Henderson Brothers Financial Partners (formerly HB Retirement). Patrick McCallister brings experience from previous roles at HB Retirement, Wells Fargo Bank, Wachovia Retirement Services and MetLife Retirement Plans Group. Patrick McCallister holds a 1981 - 1985 Business @ Duquesne University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Deferred Compensation, Defined Benefit and more. Patrick McCallister has 2 mobile phone numbers on RocketReach.
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