We found the following information about Patrick H Cortese at Lockton Retirement Services, where Patrick has worked as a Account Executive since 2016. Patrick's total work experience is over ten years, during which time Patrick had at least eight jobs at different places to develop skills. Patrick studied at the Saint Joseph's University from 2011 to 2015. Currently, Patrick H Cortese lives in Kansas City, Missouri. You can contact with Patrick by searching for phone number or email or find further info by requesting access to this professional's further details.
Name variants:
Pat Cortese,
Paddy Cortese,
Patsy Cortese,
Rick Cortese
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 6, 2022
Email
pa**@gmail.com
Location
Kansas City, MO
Company
Workplace
Colleagues
Work History
Account Executive
Missouri
Account Executive at Lockton Retirement Services
Jan 2016 — Feb 2017
Vice President - Relationship Manager
800 Nicollet Mall, Minneapolis, MN 55402
Responsible for managing and growing large institutional relationships within U.S. Bank's IT&C Division.
from Feb 2017
401 Wholesaler
1 Adp Blvd, Roseland, NJ 07068
My job functions include: -Wholesaling our 401k product to financial advisors (RR or FA) and registered investment advisors (RIA). I cover both wire house and independent channels. This incl...
Jul 2014 — Dec 2015
Treasurer and Director
2300 Clarendon Blvd SUITE 1000, Arlington, VA 22201
Social Impact Inc is a 501(c)(3) nonprofit organization dedicated to bettering the lives of children in the Greater Philadelphia Area. Each year, Social Impact chooses a youth charity/nonpro...
Nov 2010 — Jul 2014
Account Executive
1 Freedom Valley Dr, Oaks, PA
Managed a territory in conjunction with Regional Director, Relationship Manager, and Managing Director to oversee about $2.2 billion in assets under management and over 200 active relationsh...
Dec 2012 — Jul 2014
Client Relationship Associate
100 Vanguard Blvd, Valley Forge, PA
Field calls from current and potential clients to discuss and answer questions regarding investment products, variable contracts, securities-related regulations, retirement plans, and other...
Jul 2010 — Dec 2012
Intern
Primary focus was on constituent relations, which includes: fielding calls regarding local issues and concerns as well as composing congressional letters to agencies, government officials an...
Jan 2008 — May 2008
Education
2011 — 2015
2003 — 2008
upto
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Account Service Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Sales Manager
Client Service Officer
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Finance
Customer Service
Leadership
Mutual Funds
Time Management
Non Profits
Research
Account Management
Business Development
Investments
Marketing
Strategy
Series 63
401 Retirement Savings Plans
Retirement Planning
Management
Sales
Crm
Nonprofits
Series 6
Series 65
Life and Health Insurance Licenses
Relationship Management
Defined Contribution
401K
Retirement
Financial Advisory
Asset Management
Microsoft Office
Vendor Management
Strategic Planning
FAQs about Patrick H Cortese
What's the main profession of Patrick H Cortese?
Patrick H Cortese is a Vice President - Relationship Manager.
What jobs is Patrick proficient at at?
Patrick H Cortese is a professional Executive and Vice President jobs.
Where does Patrick H Cortese live?
Kansas City, Missouri is the place where Patrick H Cortese currently lives
Does Patrick have the email address?
pa**@gmail.com is Patrick's email address.
How many companies did Patrick H Cortese work at?
The professional worked at eight jobs.
Where has Patrick H Cortese studied?
Patrick studied at the Saint Joseph's University from 2011 to 2015.
What is the industry that Patrick H Cortese is connected to?
Patrick H Cortese works in Financial Services industry.
Are there any professional skills Patrick H Cortese has?
This professional has the following skills: Financial Services, Finance, Customer Service, Leadership, Mutual Funds, Time Management, Non Profits, Research, Account Management, and Business Development.