Debbie Patton work email
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Debbie Patton personal email
My career in retirement products spans over 20 years including providing accounting and reporting services, assisting in regular plan audits and administration and service for all group retirement and savings plans. In January 2008, I joined Pal Benefits (rebranded Accompass and now Gallagher). In my current position I provide service to our clients, including assistance with legislative requirements and CAP governance responsibilities, member education and communication and annual plan reviews. I also provide investment information and guidance to Plan Sponsors and Plan Members. I have attained the following designations and certificates: Certified Financial Planner, Retirement Plans Associates (RPA), Financial Management Advisor, Chartered Financial Divorce Specialist and Certificate In Retirement Strategy.
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Associate Vice PresidentGallagherToronto, On, Ca -
Associate Vice PresidentGallagher Jan 2020 - PresentToronto, Canada Area -
ConsultantAccompass Jan 2008 - Jan 2020Accompass is a leading independent benefits, investment and compensation firm that designs and manages its clients’ programs from the biggest picture to the smallest detail. Our clients expect more than periodic meetings and fair value from their plans. They expect a level of attention, proactive preparation, and expertise that is all-encompassing. -
Client Relationship ManagerGreat-West Life 2002 - 2008 -
AccountingPrudential Insurance 1987 - 1997
Debbie Patton Skills
Debbie Patton Education Details
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Working Toward Workplace Learning And Adult Education Program Certificate -
Cfa InstituteInvestment Foundations Certificate -
Academy Of Financial Divorce SpecialistObtained Chartered Financial Divorce Specialist Designation. -
Financial -
CebsFinancial Education -
Cfa InstituteCipm - Level 1 -
Canadian Securities InstituteFinancial Education -
Financial Planners Standards CouncilFinancial Education
Frequently Asked Questions about Debbie Patton
What company does Debbie Patton work for?
Debbie Patton works for Gallagher
What is Debbie Patton's role at the current company?
Debbie Patton's current role is Associate Vice President.
What is Debbie Patton's email address?
Debbie Patton's email address is dp****@****its.com
What schools did Debbie Patton attend?
Debbie Patton attended George Brown College, Cfa Institute, Academy Of Financial Divorce Specialist, Durham College, Cebs, Cfa Institute, Canadian Securities Institute, Financial Planners Standards Council.
What are some of Debbie Patton's interests?
Debbie Patton has interest in Social Services.
What skills is Debbie Patton known for?
Debbie Patton has skills like Retirement, Retirement Planning, Pensions, Financial Planning, Investments, Employee Benefits, Relationship Management, Financial Services, Insurance, Strategy, Health Insurance, Mutual Funds.
Who are Debbie Patton's colleagues?
Debbie Patton's colleagues are Shalini Gopinathan, Anna Gray Schien, Deneicka Little, Bryant Ho, Leonardo Siqueira, Bethany Dosne, Atiqa Butt.
Not the Debbie Patton you were looking for?
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Debbie Patton
Calgary, Ab -
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1sunlife.com
2 +151927XXXXX
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Debbie Patton
Windsor, On
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