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Patrick Pasqualicchio Location
Winfield, IL, US
Patrick Pasqualicchio Work
Director, Plan Consulting and Advisor Relations @ (October 2022 - Present)
Vice President - Client Service and Education @ (August 2008 - Present)
DCIO Regional Sales Associate @ Van Kampen Investments (September 2005 - February 2008)
Internal Sales Consultant @ (April 2000 - August 2005)
Internal Sales Associate @ (June 1999 - April 2000)
Patrick Pasqualicchio Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.) (Finance, Accounting)
2003-2006
Indiana University - Kelley School of Business
Bachelor’s Degree (Finance)
1995-1999
Patrick Pasqualicchio Skills
401k
Retirement Plan Consulting
Qualified Retirement Plans
Series 7
Series 65
Series 6
Series 63
Mutual Funds
Defined Contribution
Defined Benefit
Pensions
Investments
Asset Allocation
Patrick Pasqualicchio Summary
Patrick Pasqualicchio, based in Winfield, IL, US, is currently a Vice President - Client Service and Education at Howard Simon. Patrick Pasqualicchio brings experience from previous roles at HowardSimon, LLC, Van Kampen Investments and Van Kampen Funds. Patrick Pasqualicchio holds a 2003 - 2006 Master of Business Administration (M.B.A.) in Finance, Accounting @ The University of Chicago Booth School of Business. With a robust skill set that includes 401k, Retirement Plan Consulting, Qualified Retirement Plans, Series 7, Series 65 and more. Patrick Pasqualicchio has 2 emails and 3 mobile phone numbers on RocketReach.
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