We found the following information about Stephen Patch at Surpass, LLC, where Stephen has worked as a Operations Manager since 2012. Stephen's total work experience is over 32 years, during which time the professional had at least eight jobs at different places to develop professional skills. Stephen studied at the Trevecca Nazarene University from 2000 to 2009. Stephen Patch currently is located in Boston, Massachusetts. You can contact with Stephen by searching for phone or email address or get full info by requesting access to the professional's additional details from us.
Name variants:
Steven Patch,
Stephan Patch,
Steffan Patch,
Stefan Patch,
Steve Patch,
Stevie Patch,
Steph Patch,
Steff Patch,
Stef Patch,
Steffl Patch
Last updated Jun 20, 2024
Contact Information
Workplace
Colleagues
Work History
Operations Manager
Bedford, NH
Oversee (3) teams in areas of operations, totaling 40+ agents
and (4) team leads
Manage staffing, scheduling and participate in workforce
initiatives
Coach and oversee operational metrics su...
Jul 2012 — 2013
Retirement Service Advisor
Merrimack, NH
• Managed and advised participants totaling over $6Million in multivendor retirement plans
• Identified and delivered communication strategy on plan changes to the manger level
• Team leader...
2008 — Jun 2012
Wholesale Analyst
• Developed and composed pricing profiles for over 20 manufacture equipment lineups
• Cold called on car dealerships and composed tire/brand applications for prospective clients
• Proposed p...
2005 — 2007
Mortgage Consultant
• Originated over $3.5Million in conforming/non-conforming loans prospective residential buyers
• Created strategic relationships with accountants, CPA’s, and financial planners
• Educated c...
2002 — 2005
Benefit Analyst
• Operated as the primary client contact for 12 retirement plans totaling over 100 million in assets
• Communicated daily with mulitple clients to verify funding amounts and trade reconcilia...
1999 — 2002
Education
Occupations
Executive
Operations Manager
Director of Operations
Agents
Sport Trainer
Sports Trainer
Sales Specialist
Client Service Officer
Team Leader
Sports Trainers
Customer Service
FAQs about Stephen Patch
What's the profession of Stephen Patch?
This professional's job is Operations Manager
What are the main profession of The professional?
These person's professions are Executive and Operations Manager
Where does Stephen Patch live?
Boston, Massachusetts is the place where Stephen Patch currently lives
Where did Stephen Patch work?
Stephen worked at Surpass, LLC, Fidelity Investments.
What education does Stephen Patch have?
Stephen studied at the Trevecca Nazarene University from 2000 to 2009.
What is professional industry that Stephen Patch is connected to?
This professional works in Outsourcing/Offshoring industry.