Patrick Agustin personal email
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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.
Tss
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Business ConsultantTss Dec 2019 - PresentJacksonville, 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.
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Transition SpecialistMerrill Lynch Jan 2017 - Dec 2019Jacksonville, 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. -
Relationship PartnerMerrill Lynch Oct 2015 - Dec 2016Jacksonville, 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. -
Assistant Manager, Retirement DistributionsMerrill Lynch Sep 2011 - Oct 2015Jacksonville, FloridaManaged team of 12-18 in a Call Center setting specializing in Retirement Plans (IRA/IRRA, Roth IRA, SEP/SIMPLE, Basic, 529, ESA).
Patrick Agustin Skills
Patrick Agustin Education Details
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University Of North Florida - College Of Business AdministrationMarketing
Frequently Asked Questions about Patrick Agustin
What company does Patrick Agustin work for?
Patrick Agustin works for Tss
What is Patrick Agustin's role at the current company?
Patrick Agustin's current role is Business Consultant | Management, Customer Service, Investments.
What is Patrick Agustin's email address?
Patrick Agustin's email address is ph****@****ail.com
What schools did Patrick Agustin attend?
Patrick Agustin attended University Of North Florida - College Of Business Administration.
What skills is Patrick Agustin known for?
Patrick Agustin has skills like Management, Customer Service, Investments, Leadership, Strategic Planning, Microsoft Office, Project Management, Business Strategy, Risk Management, Business Development, Business Analysis.
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Greater Tampa Bay Area3jpmchase.com, chase.com, wamu.net -
Patrick Agustin
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