william patriarca

financial analyst

About

A productive financial service professional with a proven track record of successful sales, exceeding goals and overcoming challenges.

Country

united states

City

murrells inlet

Industry

financial services

Skill

wealth management, investments, retirement planning, mutual funds, financial advisory, series 7, portfolio management, mortgage lending, finance, customer service, asset allocation, investment advisory, uniform combined state law, financial planning, credit, banking, series 66, consumer lending, asset based lending, small business lending

Experience

financial analyst

pension benefit guaranty corporation (pbgc)

2016-12 - Present · 9 yrs 10 mos

private banker

wells fargo

2012-11 - 2015-8 · 2 yrs 10 mos

financial advisor

ing financial partners

2012-4 - 2012-10 · 7 mos

mortgage loan originator

ctx mortgage

2006-6 - 2007-12 · 1 yr 7 mos

mortgage loan originator

northpoint mortgage

2004-11 - 2006-6 · 1 yr 8 mos

financial analyst

u.s. department of the treasury

2002-5 - 2004-11 · 2 yrs 7 mos

financial advisor

valic

2015-8 - 2016-12 · 1 yr 5 mos

For more than half a century, VALIC has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions. VALIC is ranked as the number one provider of defined contribution plan services in the United States to public education employees in the K-12 market and number three for employees of higher education and not-for-profit healthcare.As of December 31, 2014, VALIC has more than $86 billion in total customer assets under management and manages plans for nearly 24,000 groups serving more than 2 million plan participants in 41,000 locations in the U.S. VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.