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Patrick Agustin is listed as Business Consultant | Management, Customer Service, Investments at TSS, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Patrick Agustin.
Patrick Agustin previously worked as Business Consultant at Tss and Transition Specialist at Merrill Lynch. Patrick Agustin holds Bs, Marketing from University Of North Florida - College Of Business Administration.
As a Business Consultant specializing in financial transitions, my focus has been on leading major asset transfers for top-tier firms, managing teams to ensure seamless processes. This role capitalizes on my competencies in management and customer service, where I have facilitated the successful transition of over $10B in assets.The skills cultivated during my time as a Transition Specialist at Merrill Lynch, such as relationship management and operational support, have been instrumental in delivering "White Glove" service to Financial Advisors. Our team's dedication to excellence has consistently resulted in enhanced satisfaction and retention for both clients and Financial Advisors alike.
Listed skills include Management, Customer Service, Investments, Leadership, and 7 others.
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Jacksonville, Florida
• Led transitions for 25+ Financial Advisor teams, transferring over $10B in assets for top firms like UBS.• Managed teams and ran transfer processes, directed high-level meetings, led recruiting calls, and improved processes.• Successfully moved books of business for Financial Advisors, requiring 40+ weeks of travel/year within the United States.
Jacksonville, Florida
• Organized transitions for newly recruited Financial Advisors into Merrill, covering territory within the United States.• Responsible for data gathering, account opening, client paperwork, and asset transfers totaling over $2.4B during time spent on the team.• Ameliorated the transition of client associates and support staff with application training.
Jacksonville, Florida
“White Glove” service provider for the top 150 FA teams in the firm. Specific point of contact for 12 FA teams to assist in any operational capacity.
Jacksonville, Florida
Managed team of 12-18 in a Call Center setting specializing in Retirement Plans (IRA/IRRA, Roth IRA, SEP/SIMPLE, Basic, 529, ESA).
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Patrick Agustin works for TSS.
Patrick Agustin is listed as Business Consultant | Management, Customer Service, Investments at TSS.
Patrick Agustin is based in Jacksonville, Florida, United States while working with TSS.
Patrick Agustin has worked for Tss and Merrill Lynch.
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Patrick Agustin holds Bs, Marketing from University Of North Florida - College Of Business Administration.
Patrick Agustin is listed with skills including Management, Customer Service, Investments, Leadership, Strategic Planning, Microsoft Office, Project Management, and Business Strategy.
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