Patrick Pasqualicchio Email & Phone Number
Vice President - Client Service and Education @ HowardSimon, LLC
5 free lookup(s).
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 @
- 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 3 emails and 3 mobile phone numbers on RocketReach.
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Others Named Patrick Pasqualicchio
Patrick Pasqualicchio
Vice President - Client Service and Education
Winfield, IL, US
Top HowardSimon, LLC Employees
Patrick Pasqualicchio
Vice President - Client Service and Education
Winfield, IL, US
Elena Kotelnikova
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Buffalo Grove, IL, US
Laura Minnich
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Manheim, PA, US
Kim Lacy
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