Patrick Stoa Email & Phone Number
Vice President and Financial Advisor @ Macco Financial Group, Inc.
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Patrick Stoa Location
- Green Bay, WI, US
Patrick Stoa Work
- 2016 -now Vice President and Financial Advisor @
- 2015 -now Financial Advisor @
- 1997 -2015 Senior Account Executive @
- 1992 -1997 Senior Account Executive @
Patrick Stoa Education
- University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA) (Marketing)
1987-1991 - Milton High School
Patrick Stoa Skills
- Listening
- Empathy
- Wealth Accumulation
- Wealth Management
- Tax Deferral
- Retirement Planning
- Estate Planning
- Risk Management
- Retirement Income Strategies
- Asset Allocation
- Financial Planning
- Trusts
- Portfolio Construction
- Diversification
- Social Security
- Insurance
- Investment Advice
- Getting Things Done
- Goal Discussions
- Innovative Problem Solving
- Leadership
- Complex Project Management
- Packaging
- Labels
- Direct Mail
- B2B
- Flexo
- Account Management
- Trade Shows
- Offset Printing
- Product Development
- Direct Sales
- Process Improvement
- Marketing Strategy
- Retail Packaging
- Direct Marketing
- Shrink Sleeves
- Lean Manufacturing
- Sales
- Business Process
- Key Account Management
- Digital Printing
- Variable Data Printing
- Compliance Labels
- Productivity Improvement
- Cost Reduction
- 401k Education and Options
- Retirement Income
- Innovative Problem
- Complex Project
- 401k Rollovers
Patrick Stoa Summary
- Patrick Stoa, based in Green Bay, WI, US, is currently a Vice President and Financial Advisor at Macco Financial Group, Inc.. Patrick Stoa brings experience from previous roles at Macco Financial Group, Inc., WS Packaging and UPS. Patrick Stoa holds a 1987 - 1991 Bachelor of Business Administration (BBA) in Marketing @ University of Wisconsin-Madison - School of Business. With a robust skill set that includes Listening, Empathy, Wealth Accumulation, Wealth Management, Tax Deferral and more. Patrick Stoa has 2 emails and 1 mobile phone numbers on RocketReach.
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