Patrick Ritter Email & Phone Number
Leadership and Talent Development Consultant @ Kemper
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Patrick Ritter Location
- St. Louis, MO, US
Patrick Ritter Work
- 2022 -now Leadership and Talent Development Consultant @
- 2022 -now Principal at Core Planning, Founder at TradesWave Wealth @
- 2025 -now Director of Workforce Development - Volunteer Board Member @ Elevate Pathways Foundation
- 2025 -now Financial Advising AI Model Trainer @
- 2017 -now Blogger @ River King Fishing
- 2020 -2022 Financial Planner @
- 2019 -2020 Financial Planner @
- 2018 -2019 Advisor, Leadership Team @
- 2017 -2018 Content Contributor @ The Carp Angler Magazine
- 2018 -2018 Pilot Program Contract Consultant - High Net Worth Planning Group @
- 2017 -2017 Midwest Board Member-Academic Outreach @
- 2016 -2017 Financial Planning Consultant @ Fiduciary Advisors, Inc
- 2013 -2016 Client Strategies Group - Senior Training Specialist @
- 2011 -2013 Client Solutions Specialist II-Insurance Marketing @
- 2010 -2011 Study for Success Trainer @
- 2009 -2010 Case Design Consultant @
- 2006 -2009 Investment Advisor Associate and Risk Management Associate @
- 2004 -2006 Client Acquisition Team-Case Manager @
- 2002 -2004 Branch Services-Service Specialist II @
Patrick Ritter Education
- College for Financial Planning
Certified Financial Planner Coursework (Financial Planning and Services)
2012-2013 - Missouri State University
Bachelor of Arts
1996-2000 - Rosary High School
Patrick Ritter Skills
- Instructor-led Training
- Training Delivery
- Wealth Management
- Portfolio Management
- Product Launch
- Marketing Strategy
- Series 65
- Marketing Communications
- Series 63
- Vendor Relationships
- Insurance Contract Review & Analysis
- Service Delivery
- Product Training
- Training
- Investment Management
- Training Program Design
- Strategic Financial Planning
- Product Marketing
- Relationship Management
- Investment Advisory
- Estate Planning
- Retirement Planning
- Financial Planning
- Investments
- Life Insurance
- Instructor Led Training
- Insurance Contract
- Long Term Care Insurance
- Insurance Contract Review And Analysis
- Coaching
- Strategic Financial
Patrick Ritter Summary
- Patrick Ritter, based in St. Louis, MO, US, is currently a Leadership and Talent Development Consultant at Kemper. Patrick Ritter brings experience from previous roles at TradesWave Wealth, Elevate Pathways Foundation, Mercor and River King Fishing. Patrick Ritter holds a 2012 - 2013 Certified Financial Planner Coursework in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Instructor-led Training, Training Delivery, Wealth Management, Portfolio Management, Product Launch and more. Patrick Ritter has 2 emails and 1 mobile phone numbers on RocketReach.
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