Patrick Minnick Email & Phone Number
Financial Associate @ C&A FINANCIAL GROUP
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Patrick Minnick Location
- Atlantic Highlands, NJ, US
Patrick Minnick Work
- 2019 -now Financial Associate @
- 2018 -now Agent @
- 2018 -now Agent @
- 2019 -now Registered Representative @ C & A Financial Group, LLC.
- 2018 -now Sales And Marketing Specialist @
- 2014 -2018 Wholesaler @
- 2012 -2013 Senior Sales Coordinator @
- 2005 -2011 Internal Wholesaler @
- 2004 -2004 Internal Wholesaler @
- 2004 -2004 Internal Wholesaler @
- 2000 -2003 Internal Wholesaler @ Alliance Bernstein
Patrick Minnick Education
- St. Peter's University
MBA (FINANCE)
2005-2008 - Rutgers, The State University of New Jersey-New Brunswick
BS (Theta Chi Fraternity)
1995-1998 - Middlesex College
Associates Degree (Liberal Arts)
1993-1995 - Sayreville War Memorial High School
HS Diploma
1989-1993 - Our Lady of Victories 1981-1989
Patrick Minnick Skills
- Salesforce.com
- Series 63
- Asset Management
- Strategic Planning
- 401k Retirement Savings Plans
- Marketing
- IRAs
- Illustration
- Life Insurance
- Life and Health Insurance
- 529 Plans
- Mutual Funds
- Securities
- Investment Strategies
- Uniform Combined State
- Universal Life
- Asset Allocation
- CRM
- Investments
- Uniform Combined State Law
- Strategic Financial Planning
- Process Improvement
- Retirement
- Insurance
- FINRA
- Separately Managed
- Wealth Management
- Financial Services
- Separately Managed Accounts
- Investment Advisory
- Alternative Investments
- Sales Management
- Microsoft Excel
- Variable Annuities
- Life and Health Insurance Licenses
- Sales Process
- Strategic Financial
- Retirement Planning
- Research
- Long Term Care
- Series 65
- Relationship Management
- Sales Presentations
- Business Development
- New Business Development
- Series 6
- Asset Managment
- ETFs
- 401k
- Financial Planning
- Fixed Annuities
- Business Case Design
- Fixed Iras
- 401 Retirement Savings Plans
Patrick Minnick Summary
- Patrick Minnick, based in Atlantic Highlands, NJ, US, is currently a Financial Associate at C&A FINANCIAL GROUP. Patrick Minnick brings experience from previous roles at C&A FINANCIAL GROUP, C & A Financial Group, LLC. and Currently Seeking Opportunities. Patrick Minnick holds a 2005 - 2008 MBA in FINANCE @ St. Peter's University. With a robust skill set that includes Salesforce.com, Series 63, Asset Management, Strategic Planning, 401k Retirement Savings Plans and more. Patrick Minnick has 2 emails and 2 mobile phone numbers on RocketReach.
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