Patrick J Clifford is a high-skilled expert, working in Incapital on the position of Sr. Vice President, Annuities from 2011. This expert gained professional experience in more than five positions at various companies. Patrick J Clifford went to the University of Vermont and received education from 1981 to 1986. Quincy, Massachusetts is the area, where this person was lastly known to live. Their contacts are accessed through SoftwareOfficial by request.
Name variants:
Pat Clifford,
Paddy Clifford,
Patsy Clifford,
Rick Clifford
Last updated Jun 11, 2024
Contact Information
Last Update
Jun 22, 2022
Email
kr**@aol.com, pc**@neo.rr.com, pa**@incapital.com
Location
Quincy, MA
Company
Incapital
Workplace
Sr. Vice President, Annuities
Work History
Senior Vice President, Relationship Management
Boston
Responsible for leading a team of 6 Relationship Managers in the Independent Broker-Dealer Channel for Annuity and Life Sales.
Dec 2009 — Aug 2011
Vice President, National Account Manager
Overall responsibility for relationships with 23 Broker-Dealers in the Independent and Bank Channels for Mutual Funds, Annuities, Separate Accounts, Retirement Plans and College Savings Plan...
Aug 2000 — Apr 2009
Vice President, Key Account Manager
Responsible of Managing Annuity and Mutual Fund Relationships in the Bank and Independent Channels.
Aug 1999 — Jun 2000
Director, National Accounts
Oversaw national accounts in bank channel for annuity business.
Identified new business opportunities in bank channel and pursue with sales management.
Hired Sales Desk Manager as direct r...
Sep 1986 — Aug 1999
Education
1981 — 1986
Occupations
Executive
Vice President
Accountant
Account Manager
Finance and Accounting Specialist
Senior Vice President
Managers
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
Fixed Annuities
Retirement Planning
Relationship Management
Series 6
Financial Advisory
Sales Management
Life Insurance
Financial Services
Separately Managed Accounts
Asset Management
Insurance
New Business Development
Investments
529 Plans
Leadership
Business Development
Business Relationship Management
Securities
Wealth Management
401K
Sales
Alternative Investments
Finra Series 6
Finra 26
Finra 63
Annuities
Retirement Plans
529 College Savings Plans
Strategy
Retirement
Series 7
Series 63
Series 24