Pat Henry

Pat Henry Email and Phone Number

Providing Tailored Advice & Guidance for Serious Long Term Investors I Financial Advisor @ Edward Jones
st. louis, missouri, united states
Pat Henry's Location
Columbus, Ohio Metropolitan Area, United States
Pat Henry's Contact Details
About Pat Henry

Everyone deserves an opportunity to live their best lives in retirement. What does an ideal retirement look like for you? Whether your retirement picture includes travel, recreation, spending time with family or starting a new career, your vision is uniquely your own. Shouldn't you have a personalized financial strategy that matches?I help families create the right strategies for them:• Help determine your vision for retirement• Evaluate what income you may need in retirement, which will determine how much you'll need to retire• Discuss how time, money and return can affect your strategyWe will also identify specific ideas based on your retirement time frame:• Preparing for Retirement• Pre-Retirement• Transitioning to Retirement• Living in RetirementI guide the families I work with on a variety of other financial needs, including saving for education and protecting their assets, and how to manage your financial affairs in a tax-efficient manner.I grew up right here in central Ohio. I served in the United States Army after high school and used the Army College Fund to help pay for an education from The Ohio State University, and later earned an MBA from Capital University. After 13 years as a financial analyst in the corporate world, I decided to join the Edward Jones team where I work with families to help work toward their ideal future.I hold the Chartered Retirement Planning Counselor or CRPC®, designation. To earn this designation, I was required to complete a training program, pass a final exam and agree to comply with the College of Financial Planning's Standards of Professional Conduct.I enjoy hiking, watching college football and giving back to the community in cooperation with organizations like the Kiwanis Club.

Pat Henry's Current Company Details
Edward Jones

Edward Jones

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Providing Tailored Advice & Guidance for Serious Long Term Investors I Financial Advisor
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Pat Henry Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jul 2019 - Present
    As a financial advisor, I want to understand what's most important to you. We use an established process to build your personalized financial strategies to help you reach your goals. We partner together throughout your life to help keep you on track.
  • New Flyer
    Financial Analyst Supervisor
    New Flyer Mar 2018 - Feb 2019
    Delaware, Oh
    I oversaw Analytics and Financial Reporting for Aftermarket Parts division and met with stakeholders throughout the organization to ensure they received the Financial and Analytical support they need.I restructured a variety of reporting processes to support newly realigned organization.
  • American Signature Inc.
    Senior Financial Analyst
    American Signature Inc. Oct 2016 - Mar 2018
    Columbus, Ohio Area
    I provided analytical support for the Store Operations team and met with Store Operations leadership to identify opportunities for short and long-term improvement. I created customized reporting tailored to ensure data consistent throughout the organization.I automated a variety of weekly and monthly reporting to enable a greater volume of information to be shared quickly.
  • Avnet Technology Solutions
    Senior Financial Analyst
    Avnet Technology Solutions Sep 2014 - Oct 2016
    Columbus, Ohio Area
    I lead the budgeting, forecasting, and analysis activities for two business units and provided detailed analysis and insight for Business Unit Leadership as well as Corporate Finance Teams. I consolidated financial reporting for six business units to ensure consistency for Regional management.I lead a project to significantly improve accuracy of Working Capital accounts, including cleanup of outstanding A/R & A/P accounts.
  • Exact Software
    Senior Financial Analyst
    Exact Software Jul 2012 - Sep 2014
    Columbus, Ohio Area
    I lead the annual budgeting process for all North American business units and worked with Directors and Executives to provide analysis for short and long term business planning. I developed and maintained complex models for use in budgeting and forecasting activities.I participated in an International team to implement a centralized Performance Management system.Improved budgeting and forecasting processes to more accurately measure business operations .
  • Exact Software
    Financial Analyst
    Exact Software Aug 2006 - Jun 2012
    Columbus, Ohio Area
    I worked as part of a team to ensure accurate and timely financial reporting.I calculated commissions for sales, consulting, and leadership team members.I worked in cross-functional roles to support other areas of the businesses with data analysis as needed.

Pat Henry Skills

Retirement Savings Retirement Income Strategies 401k Options College Savings Plans Life Insurance Business Analysis Forecasting Vendor Management Budgets Business Planning Management Analysis Project Planning Financial Reporting Negotiation Business Process Improvement Process Improvement Management Consulting Business Strategy Business Process Change Management Strategic Planning Business Intelligence Project Management Market Planning Financial Forecasting Financial Modeling Financial Analysis Finance Marketing Sales Start Ups Cross Functional Team Leadership Business Development Managerial Finance Strategy

Pat Henry Education Details

Frequently Asked Questions about Pat Henry

What company does Pat Henry work for?

Pat Henry works for Edward Jones

What is Pat Henry's role at the current company?

Pat Henry's current role is Providing Tailored Advice & Guidance for Serious Long Term Investors I Financial Advisor.

What is Pat Henry's email address?

Pat Henry's email address is pa****@****ail.com

What is Pat Henry's direct phone number?

Pat Henry's direct phone number is +141920*****

What schools did Pat Henry attend?

Pat Henry attended The Ohio State University, Capital University.

What are some of Pat Henry's interests?

Pat Henry has interest in Civil Rights And Social Action, Science And Technology, Human Rights, Economic Empowerment.

What skills is Pat Henry known for?

Pat Henry has skills like Retirement Savings, Retirement Income Strategies, 401k Options, College Savings Plans, Life Insurance, Business Analysis, Forecasting, Vendor Management, Budgets, Business Planning, Management, Analysis.

Who are Pat Henry's colleagues?

Pat Henry's colleagues are John Ubelhor, Andrew Daudt, Sarah Carpenter, Kim Hart-Paxson, Heather Milliken, John Miller, Cfp® Chfc®, Kelly Burns.

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