Patrick Morrissey Email and Phone Number
Patrick Morrissey work email
- Valid
- Valid
Patrick Morrissey personal email
After a lengthy due diligence process, I joined The Schuster Group as the Retirement Services Director in May 2012. I have over twenty three years of experience in the financial services industry and retirement plan services with a focus on non-profit and public retirement plans. I’m also an Accredited Investment Fiduciary (AIF®) and assume 3(21) or 3(38) co-fiduciary status with my plan sponsors.When not helping clients I love spending time with my wife Amy and our 4 children whether it be boating, fishing or skiing. I can't forget watching my kids play soccer, basketball, baseball and fence.
-
Retirement And Fiduciary Plan ConsultantNational Financial PartnersHartford, Ct, Us -
Retirement Services DirectorThe Schuster Group Mar 2012 - PresentFarmington, Ct, UsI am responsible for overseeing our retirement division in providing our clients the fiduciary services they need. These services range from in depth analytical fiduciary investment reviews for your investment committee to providing education and advice to the end user, your employees.The Schuster Group is one of the largest independent employee benefits, insurance and financial services firms in the Northeast. We savor our independence in its freedom from stockholder mandates or private equity profit motives that allows us to focus solely on our clients and local community. Our comprehensive services have been built to support your most important asset...your people. -
Accredited Investment FiduciaryThe Schuster Group May 2012 - PresentFarmington, Ct, Us
-
Retirement/Fiduciary Plan ConsultantNational Financial Partners May 2012 - PresentNew York, New York, UsAs a Fiducuary Plan Consultant I am responsible for all aspects of my client's retirement plans.
-
Registered Investment Adviser RepresentativeWoodbury Financial Services Jan 2008 - May 2012Oakdale, Minnesota, UsHandling all aspects of employer sponsored retirement plans. These include 401k and 403b, profit sharing and money purchase plans. -
Pension ConsultantSmith Brothers Insurance Jan 2008 - Apr 2012Glastonbury, Ct, Us -
Investment Adviser/ Insurance AgentNew York Life Insurance Company Nov 2003 - Jan 2008New York, New York, Us -
Pension RepresentativePrincipal Financial Group Jul 1998 - Jun 2003Des Moines, Iowa, Us -
Account ExecutiveProfessional Pensions 1999 - 2002
Patrick Morrissey Skills
Patrick Morrissey Education Details
-
Southern Connecticut State UniversityFinance
Frequently Asked Questions about Patrick Morrissey
What company does Patrick Morrissey work for?
Patrick Morrissey works for National Financial Partners
What is Patrick Morrissey's role at the current company?
Patrick Morrissey's current role is Retirement and Fiduciary Plan Consultant.
What is Patrick Morrissey's email address?
Patrick Morrissey's email address is pm****@****sfs.com
What schools did Patrick Morrissey attend?
Patrick Morrissey attended Southern Connecticut State University.
What skills is Patrick Morrissey known for?
Patrick Morrissey has skills like 401k, 403 B, Fiduciary, Pensions, Profit Sharing, Fixed Annuities, Series 6, Insurance, Iras, Defined Benefit, Retirement Plan Consulting, Series 63.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial