Patrick Sabol, Cfp® Email & Phone Number

Remote

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Remote

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Remote

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Oradell, Nj

•Worked as a senior member of the firms financial planning team, guiding clients through the planning process beginning with gathering data and discussing goals, to analysis and development of customized recommendations, and finally to implementation and ongoing monitoring of their plan. •Acted as an advisor to over 100 individual client households serving as their personal financial consultant and relationship manager. Provided advice on budgeting, investments, retirement, insurance, and estate planning. •Worked in business development and marketing role, prospecting and creating webinars/podcasts, client education on financial planning topics.

King Of Prussia, Pa

•Supported senior advisors in completing portfolio reviews, coordinating and attending client meetings, and creating customized financial plans.•Personally managed over 70 client relationships, managing assets and performing regular portfolio reviews and financial planning meetings. •Proposed and implemented investment recommendations and performed in depth analysis on client portfolios through tools such as Factset, Bloomberg, and Morningstar Advisor Workstation.•Acted in a support role with investment committee, acting as an analyst on our mutual fund, equity, and allocation teams conducting investment and economic research.•Provided support in the acquisition of new clients, creating investment strategy proposals along with providing analysis on current portfolios of prospective clients.

Oaks, Pa

•Worked with advisors in the Select Advisor Network, consisting of firms with over 50 million dollars in AUM at SEI.•Acted as an operational liaison for 11 select firms on the east coast, providing active daily support and advice on ways to better use SEI products to grow their businesses. •Provided operational training on using SEI Business Builder, Performance Station Browser, and best practices for using SEI products. •Actively worked with regional sales teams to solve operational issues for clients within the Select Advisor Network.

Oaks, Pa

• Responsible for providing account and operational management to clients within the Advisor Network through extensive daily support and interaction. • Worked with the market unit sales staff and SEI Private Trust Company to coordinate client investment activities.• Educated clients and assisted them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs.• Identified advisor related processing issues to ensure accurate completion of requests and provide value added servicing.

Juba, South Sudan

•Served as an administrator at Don Bosco Senior Secondary School carrying out various duties such as budgeting, creating monthly expense reports, and supervision of teaching staff including scheduling and payroll. •Managed all aspects of the enrollment process including application processing, applicant interviewing, and registration of new students as well as meeting with parents of enrolled students regarding tuition and student progress.•Taught Business, English, and Computer Science at the secondary school and at the Salesian Formation House on site in Juba.•Created a school development plan for the 2014 academic year, which was submitted to the South Sudan Ministry of Education for the purpose of receiving government grants.