Patrick Kalish, Cfp® Email and Phone Number
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Continuum Wealth Advisors, Llc
View- Website:
- contwealth.com
- Employees:
- 6
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Director Of Financial PlanningContinuum Wealth Advisors, LlcMalvern, Pa, Us -
Vanguard Sales Executive - Edward Jones ChannelVanguard Oct 2024 - PresentMalvern, Pennsylvania, United StatesVanguard 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. -
Senior Internal Sales ConsultantVanguard Dec 2020 - Oct 2024Malvern, Pennsylvania, United States -
Advanced Onboarding Specialist SupervisorVanguard Jun 2019 - Dec 2020Malvern, Pa -
Financial AdvisorVanguard Aug 2017 - Jun 2019Malvern, Pa -
Business Development GroupVanguard Jul 2016 - Aug 2017Malvern, Pa -
Territory Sales ManagerRitz Craft Custom Homes Apr 2014 - Apr 2016New YorkAs 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 -
Lease ConsultantParadigm Real Estate Development May 2013 - Jul 2013Arlington, VirginiaSelected 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 -
Constituent OutreachRepresentative Karen Boback Jul 2012 - Sep 2012117Th District, PaWorked 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.
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Resident AdvisorSummerfuel May 2012 - Jul 2012Yale UniversitySelected 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
Patrick Kalish, Cfp® Skills
Patrick Kalish, Cfp® Education Details
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Business Administration, Management And Sustainability
Frequently Asked Questions about Patrick Kalish, Cfp®
What company does Patrick Kalish, Cfp® work for?
Patrick Kalish, Cfp® works for Continuum Wealth Advisors, Llc
What is Patrick Kalish, Cfp®'s role at the current company?
Patrick Kalish, Cfp®'s current role is Director of Financial Planning.
What is Patrick Kalish, Cfp®'s email address?
Patrick Kalish, Cfp®'s email address is ka****@****ail.com
What is Patrick Kalish, Cfp®'s direct phone number?
Patrick Kalish, Cfp®'s direct phone number is +157096*****
What schools did Patrick Kalish, Cfp® attend?
Patrick Kalish, Cfp® attended Lycoming College.
What are some of Patrick Kalish, Cfp®'s interests?
Patrick Kalish, Cfp® has interest in Social Services, Economic Empowerment, Education, Environment, Poverty Alleviation, Human Rights, Health.
What skills is Patrick Kalish, Cfp® known for?
Patrick Kalish, Cfp® has skills like Leadership, Apartments, Marketing Management, Eagle Scout, Powerpoint, Public Speaking, Business Relationship Management, Sales, Managerial Finance, Lease Negotiations, Team Leadership, Microsoft Office.
Who are Patrick Kalish, Cfp®'s colleagues?
Patrick Kalish, Cfp®'s colleagues are Jennifer L. Henry, Ben Guerin.
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