Patrick D. Email & Phone Number

United States

• Telephone-based financial planning• Support for organizations’ benefit plans and programs• Provide information and guidance across all areas of financial planning, including employer-provided benefit plans, cash flow and debt management, investment planning, education funding, etc.• Personalized education and reports on a variety of topics including retirement, asset allocation, cash flow, net worth, education funding, insurance planning, and debt management

Tucson, Arizona, United States

-Work with customers to fit and optimize their golf equipment-Place custom and special orders-Sell clubs, balls, and other hard goods from store inventory-Assist with club repair and cashier when needed

Madison, Wisconsin Area

-Sales of tile, carpet, wood, laminate, and vinyl flooring as well as window coverings.-Educate customers on benefits and features of various material types and constructions for their particular room and planned use.-Create estimates and schedule measurements for special order floors and blinds and installation projects.

Monona, Wi

Monona, Wisconsin, United States

-Process commercial and personal transactions-Maintain cash inventory for two branches-Facilitate incoming and outgoing cash shipments with Federal Reserve

Monona, Wisconsin, United States

-Sales of ice hockey equipment, bicycles, and bicycling accessories-Skate sharpening and hockey equipment maintenance-Bicycle assembly

Madison, Wisconsin Area

-Oversee daily operations (i.e. sales floor and mattress manufacturing)-Coordinate delivery schedule-Inventory management, including purchasing-Attend trade shows to maintain existing and establish new vendor relationships-Deliver and assemble futon frames and mattresses-Website support: writing product descriptions during set up, and telephone customer service once site went live

Bachelor Of Science, Business

Graduated Cum Laude

Education record

Education record