Patrick joined Centurion in 2007 and has worked with retirement plans since 1994.
He concentrates on the sale and delivery of consulting and advisory services to prospective clients, including retirement plan analysis, investment monitoring pertinent to retirement plan investments and the development of participant communication and education programs.
Patrick earned his B.A. degree in Economics from the University of Pittsburgh and a MBA from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. Patrick holds FINRA Series 6, 26, 63 and 65 registrations, and is licensed with multiple states’ insurance departments. He has also earned the Accredited Investment Fiduciary (AIF) designation.
Patrick is located in Centurion’s Pittsburgh office.