Kristin Patrick Email and Phone Number
Moving from my earlier career as an Executive Assistant and Project Coordinator in the financial industry, I've embraced a vital role in leading families and small business owners to manage their finances better. Spotting widespread gaps in retirement, estate planning, and inadequate safeguards for family income and assets, along with insufficient plans for children's futures and college education, fueled my drive for financial education.Leveraging cutting-edge technology and comprehensive wealth education, my firm offers tailored financial solutions to families globally. Growing in an environment where education is important, I’ve gained degrees in Business & Organizational Leadership, as well as pursuing a PhD in Strategic Leadership from National University and Liberty University. I turned this passion of education and dedicated myself to educating individuals, businesses, and families on key financial strategies. My areas of focus include college funding, retirement planning, budgeting, estate preservation, and tax reduction.Driven by a mission to provide financial knowledge for families of all backgrounds, I've used my expertise and enthusiasm to guide countless clients, both locally and globally, towards achieving their financial and life aspirations. My commitment to financial literacy is fueled by a genuine passion for empowering others, taking great satisfaction in witnessing the positive impact of financial education on my clients' lives.
Gfi Global Financial Impact
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Financial Services ProfessionalGfi Global Financial Impact Feb 2024 - PresentUnited States -
Financial Services RepresentativeWorld Financial Group (Wfg) Mar 2018 - Jan 2022United States -
Project Coordinator, Regulatory Affairs / Transformation TeamJohnson & Johnson Oct 2016 - Dec 2018Remote -
Portfolio Management, Emerging MarketsPimco May 2010 - Oct 2016Newport Beach, Ca / New York, Ny -
Office ManagerMedecision Dec 2013 - Jul 2014Anaheim Hills, Ca -
Executive Assistant To President (Temp)Corelogic Credco Dec 2009 - Apr 2010San Diego -
Executive Assistant To The Ceo / Marketing And Public Relations SpecialistAcclaim Technical Services Jun 2006 - Sep 2009Huntington Beach, Ca / Washington, Dc -
Administrative Assistant / Customer Service RepresentativeCollateral Risk Solutions Jan 2005 - Jun 2006San Diego -
Event CoordinatorU.S. Navy Mwr Aug 2000 - Aug 2004Yokosuka, Japan
Kristin Patrick Education Details
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Doctor Of Strategic Leadership (Dsl) -
Master Of Science (M.S.)
Frequently Asked Questions about Kristin Patrick
What company does Kristin Patrick work for?
Kristin Patrick works for Gfi Global Financial Impact
What is Kristin Patrick's role at the current company?
Kristin Patrick's current role is Licensed Financial Professional | Financial Educator | Leadership Builder | Currently Hiring for Remote Positions in All 50 States.
What schools did Kristin Patrick attend?
Kristin Patrick attended Liberty University, National University, National University, University Of Maryland University College.
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1itethertech.com
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Kristin Patrick
Greater Boston7reebok.com, adidas-group.com, bullhorn.com, monster.com, bondlink.com, thoughtindustries.com, zerto.com5 +150850XXXXX
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5tamhsc.edu, gmail.com, ucsf.edu, tamhsc.edu, tamu.edu
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Kristin Patrick
United States6claires.com, gmail.com, pepsico.com, playboy.com, principalbuilders.com, superleague.com7 +132327XXXXX
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