Patrick Modjeski Email & Phone Number
Vice President of Sales, Business Development and Firm Level Recruiting @ VantagePointe Financial Group
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Patrick Modjeski Location
- Milwaukee, WI, US
Patrick Modjeski Work
- Vice President of Sales, Business Development and Firm Level Recruiting @ (October 2016 - Present)
- Managing Sales Director @ (July 2016 - September 2016)
- Owner and Business Consultant @ Seven Hills Financial Services, LLC (May 2007 - September 2016)
- Managing Sales Director @ (August 2014 - July 2016)
- Field Representative and Financial Advisor @ (May 2007 - August 2014)
- Financial Advisor @ (August 2000 - April 2007)
- Team Developer @ (November 1995 - December 1999)
- Sales Representative @ Pepsi Cola General Bottlers (January 1993 - January 1995)
Patrick Modjeski Education
- Northern Michigan University
Bachelor of Science (B.S.) (Security Administration, Public Relations)
1988-1993 - Brown Deer High School
Diploma (College/University Preparatory and Advanced High School/Secondary )
1984-1988
Patrick Modjeski Skills
- Advisor Recruitment
- Sales Management
- Accountability Coaching
- Practice Development
- Process Management
- Team Development
- Organizational Leadership
- Finanical Advisor Coaching
- Recruiting
- Wealth Management Services
- Estate Conservation Strategies
- Executive Bonus Programs
- Qualified Retirement Plans
- Investment Strategies
- Retirement Income Strategies
- Business Succession Strategies
- Financial Services
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Series 6
- Series 7
- Series 66
- 401(k) Rollovers
- Financial Advisory
- Asset Allocation
- Alternative Investments
- Employee Benefits
- Financial Planners
- Retirement
- Securities
- Permanent Life Insurance
- Whole Life
- Universal Life Insurance
- Term Life Insurance
- Finance
- 401(k) Retirement Plans
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Defined Benefit
- Pensions
- Defined Contribution Plans
- IRAs
- Group Benefits
- Asset Management
- Wealth Management
- Wealth Accumulation
- Investment Advisory
- Risk Management
- Investments
- Health Insurance
- Critical Illness
- Insurance
- Million Dollar Round Table
- Marketing
- Mdrt
- JavaScript
- Sales
- Microsoft Excel
- Leadership
- 401k Retirement Plans
- Operations
- Leadership Development
- Distribution
- 401k Rollovers
- Team Building
- Training
- Logistics
- Financial Advisor Teaming
- Business Analysis
- 401 Rollovers
- 401 Retirement Plans
Patrick Modjeski Summary
- Patrick Modjeski, based in Milwaukee, WI, US, is currently a Vice President of Sales, Business Development and Firm Level Recruiting at VantagePointe Financial Group. Patrick Modjeski brings experience from previous roles at MassMutual Financial Group, Seven Hills Financial Services, LLC, MetLife and Guardian Life Insurance. Patrick Modjeski holds a 1988 - 1993 Bachelor of Science (B.S.) in Security Administration, Public Relations @ Northern Michigan University. With a robust skill set that includes Advisor Recruitment, Sales Management, Accountability Coaching, Practice Development, Process Management and more. Patrick Modjeski has 2 emails and 1 mobile phone numbers on RocketReach.
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