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.

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.

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.

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.