Patrick Pasqualicchio Email & Phone Number
Vice President - Client Service and Education @ HowardSimon, LLC
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Patrick Pasqualicchio Location
- Winfield, IL, US
Patrick Pasqualicchio Work
- 2022 -now Director, Plan Consulting and Advisor Relations @
- 2008 -now Vice President - Client Service and Education @
- 2005 -2008 DCIO Regional Sales Associate @ Van Kampen Investments
- 2000 -2005 Internal Sales Consultant @
- 1999 -2000 Internal Sales Associate @
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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