Patrick Marget

Patrick Marget Email and Phone Number

Managing Director, Executive Benefits Network @ Executive Benefits Network
milwaukee, wisconsin, united states
Patrick Marget's Location
Milwaukee, Wisconsin, United States, United States
Patrick Marget's Contact Details

Patrick Marget work email

Patrick Marget personal email

n/a
About Patrick Marget

Patrick J. Marget, J.D., CPA, CFP® CLU® is a co-owner and the Managing Director of Executive Benefits Network (EBN) in Milwaukee, WI. EBN specializes in the design, administration, and informal financing of Nonqualified Executive Compensation and Benefit plans, as well as the procurement of Bank Owned Life Insurance (BOLI) programs.Prior to entering the financial services industry, Pat worked for three years as a senior accountant in audit for KPMG in the bank service area and for five years as an attorney for Michael Best & Friedrich LLP.Pat's mission is to fully understand his client's vision and dreams, and to provide relevant solutions for both their personal and business needs. Pat strives to develop long-term relationships built on high integrity, best of class service, and continued guidance.Specialties: Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI), executive benefits, executive compensation panning, business succession planning, key employee analysis and planning, estate planning, nonqualified deferred compensation plan design and administration, key-person insurance

Patrick Marget's Current Company Details
Executive Benefits Network

Executive Benefits Network

View
Managing Director, Executive Benefits Network
milwaukee, wisconsin, united states
Website:
ebn-design.com
Employees:
17
Patrick Marget Work Experience Details
  • Executive Benefits Network
    Managing Director
    Executive Benefits Network Oct 2003 - Present
    Milwaukee, Wi
    Executive Benefits Network (EBN) specializes in the design, administration and informal financing of customized deferred compensation plans and the procurement of Bank Owned Life Insurance (BOLI) programs. EBN offers the highest quality carriers and works to improve investment yields. EBN is a leading industry advisor, helping banks to recruit, reward and retain top talent.
  • Michael Best & Friedrich Llp
    Attorney
    Michael Best & Friedrich Llp Mar 1995 - Mar 2000
  • Kpmg
    Senior Accountant In Audit
    Kpmg Jul 1989 - May 1992

Patrick Marget Skills

Employee Benefits Life Insurance Succession Planning Estate Planning

Patrick Marget Education Details

Frequently Asked Questions about Patrick Marget

What company does Patrick Marget work for?

Patrick Marget works for Executive Benefits Network

What is Patrick Marget's role at the current company?

Patrick Marget's current role is Managing Director, Executive Benefits Network.

What is Patrick Marget's email address?

Patrick Marget's email address is pa****@****mfn.com

What is Patrick Marget's direct phone number?

Patrick Marget's direct phone number is +141443*****

What schools did Patrick Marget attend?

Patrick Marget attended University Of Iowa College Of Law, University Of Notre Dame.

What skills is Patrick Marget known for?

Patrick Marget has skills like Employee Benefits, Life Insurance, Succession Planning, Estate Planning.

Who are Patrick Marget's colleagues?

Patrick Marget's colleagues are David Fritz, Ed Ruiz, Julie Myers, Josh Williams, Shannon Krause, Sue Kuiper, Lee Van Dyke.

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