Patrick Kalish, Cfp® Email & Phone Number

Malvern, Pa, Us

Malvern, Pennsylvania, United States

Vanguard Sales Executive with a track record of building strong relationships and delivering exceptional results within the financial services industry. Currently serving as a liaison between Edward Jones and Vanguard Financial Advisor Services™, providing expert guidance on investment solutions, practice management, and thought leadership across the Southeast region.With a deep understanding of ETFs, mutual funds, and financial planning strategies, I am committed to helping advisors achieve their goals and deliver optimal value to their clients. My 8 years of experience at Vanguard, including roles as a Financial Advisor and National Wirehouse Consultant, have equipped me with the skills and knowledge to navigate complex financial landscapes and provide tailored solutions.

Malvern, Pennsylvania, United States

Malvern, Pa

Malvern, Pa

Malvern, Pa

New York

As a Sales Consultant at Ritz Craft, I am responsible for managing 10 accounts throughout New York state. Responsibilities include: implement a budget of $3.3M, develop and maintain a thorough knowledge of products, tools and services in the housing industry, identify leads, manage prospects, sign on new business, write orders, handle service requests, and monitor code compliance through third party agencies.Ritz-Craft builds off-site systems built modular housing. The company is one of the largest family owned modular and manufactured home builders in America. Ritz-Craft modular homes are available for sale by local builders, dealers and developers. Ritz-Craft also builds duplex homes and townhouses as well as other types of prefabricated homes. Custom modular home plans are also availablewww.ritz-craft.com

Arlington, Virginia

Selected as a Lease Consultant during a summer program at Paradigm Washington DC real estate development. Responsibilities included: leasing, marketing, maintaining positive resident relations, preparing weekly rental activity, availability, and market survey reports, and meeting with prospective tenants to show properties, explain terms of occupancy, and provide details on lease contracts.Paradigm Washington DC real estate development has managed communities for over 20 years. Paradigm's vision for all communities is to create high-quality housing that make a difference in how people live. Through separate real estate development, construction services, and property management companies Paradigm delivers a full range of real estate services to residents, customers and clients in the mid-Atlantic region.www.paradigmcos.com

117Th District, Pa

Worked alongside Representative Karen Boback as a Constituent Outreach Intern. Responsibilities included: writing correspondence, handling mail, attending meetings, hearings, and briefings in order to remain informed about current legislative issues.

Yale University

Selected as a Resident Advisor for a summer program at Yale University sponsored by Summerfuel. Responsibilities included: developing a positive living environment designed to link community, faculty, and residents together, promoting academic excellence, addressing student needs, and encouraging involvement among residents in a way that supported the mission of the Summerfuel program.Summerfuel was founded in 1984 with the goal of facilitating global understanding for high school students through unique educational summer programs. Summerfuel offers programs that emphasize cultural engagement, travel, exploration, recreation, language study, academic enrichment, social engagement, responsibility, independence, and personal growth. www.summerfuel.com