Patrick Wisneski Email & Phone Number
Senior Regional Director @ Integrity Viking Funds
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Patrick Wisneski Location
- United States
Patrick Wisneski Work
- 2024 -now Senior Regional Director @
- 2021 -2023 VP, Managed Solutions Specialist @
- 2012 -2019 Vice President, Senior Advisor Consultant @
- 2006 -2012 Vice President Regional Sales Manager (Wholesaler) @
- 2004 -2006 Internal Wholesaler @
- 2000 -2003 Senior Internal Wholesaler @ INVESCO
- 2000 -2000 Sales Business Development @ Marketwise
- 1997 -1999 Regional Sales Manager @
- 1992 -1997 Client Relationship Manager @
- 1989 -1992 Beverage Manager @ MHM - Hotel Management Company
Patrick Wisneski Education
- The University of Texas at Arlington
Bachelor of Business Administration - BBA (Marketing)
- University of Northern Colorado
(Marketing)
- University of Northern Colorado
(Business, Management, Marketing)
Patrick Wisneski Skills
- Sales
- Regional Development
- Mutual Funds
- Separately Managed Accounts
- Asset Allocation
- Investments
- Financial Services
- 401k
- Retirement Planning
- Alternative Investments
- Wealth Management
- Retirement
- Business Development
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Asset Management
- Securities
- Financial Advisory
- CRM
- Investment Management
- Financial Planning
- Customer Relationship Management (CRM)
- Fixed Annuities
- Fixed Income
- Equities
- Strategic Financial Planning
- Hedge Funds
- Bonds
- Life Insurance
- Financial Markets
- Pensions
- Wealth
- Estate Planning
- Financial Planners
- Finance
- Leadership
- ETFs
- Series 6
- FINRA
- IRAs
- Variable Annuities
- Retirement Plan Consulting
- Qualified Retirement Plans
- Wealth Management Services
- Defined Benefit
- Defined Contribution
- 401k Rollovers
- ERISA
- Wealth Accumulation
- Relationship Management
- Personal Development
Patrick Wisneski Summary
- Patrick Wisneski, based in United States, is currently a Senior Regional Director at Integrity Viking Funds. Patrick Wisneski brings experience from previous roles at Advisors Asset Management, Inc. and OppenheimerFunds. Patrick Wisneski holds a Bachelor of Business Administration - BBA in Marketing @ The University of Texas at Arlington. With a robust skill set that includes Sales, Regional Development, Mutual Funds, Separately Managed Accounts, Asset Allocation and more. Patrick Wisneski has 1 emails and 4 mobile phone numbers on RocketReach.
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