Patrick Simoncic
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Patrick Simoncic Email & Phone Number

Client Associate at The Mather Group at The Mather Group, LLC
Location: St Louis, Missouri, United States 5 work roles 4 schools
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Current company
The Mather Group, LLC
Role
Client Associate at The Mather Group
Location
St Louis, Missouri, United States
Company size
96 employees

Who is Patrick Simoncic? Overview

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Quick answer

Patrick Simoncic is listed as Client Associate at The Mather Group at The Mather Group, LLC, a company with 96 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Patrick Simoncic.

Patrick Simoncic previously worked as Client Associate at The Mather Group, Llc and Wealth Management Intern at The Mather Group, Llc. Patrick Simoncic holds Finance, Finance And Financial Management Services from Indiana University Bloomington.

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The Mather Group, LLC

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Profile bio

About Patrick Simoncic

I am a senior at Indiana University's Kelley School of Business who is trying to pursue the next step of my career in Personal Financial planning and/or Asset Management. I believe my competitive drive, organizational talents, and proficiency in working with teams will help me excel in the business world.

Current workplace

Patrick Simoncic's current company

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The Mather Group, LLC
The Mather Group, Llc
Client Associate at The Mather Group
chicago, illinois, united states
Website
themathergroup.com
Employees
96
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5 roles

Patrick Simoncic work experience

A career timeline built from the work history available for this profile.

Wealth Management Intern

The Mather Group, Llc

Chicago, Illinois, United States

- Completed comprehensive retirement plans for a multiple hypothetical clients, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning.- Called corporate executives to encourage them to receive information regarding the consulting group.- Attended.

May 2023 - Aug 2023

Construction Worker

Ehm

St. Louis City County, Missouri, United States

Apr 2022 - Aug 2022

Host

Sugo'S Spaghetteria

St. Louis County, Missouri, United States

This had been my summer job for over three years. Created an awesome opportunity where I got great insight about the restaurant business.- directed customers traffic through the front door- Answered the phones and completed around 50 customer transactions a night. - Helped manage the bar and run food orders.

Jun 2018 - Dec 2021

Groundskeeper

Old Warson Country Club

St. Louis County, Missouri, United States

In the summers I worked part time for the Old Warson Country Club grounds crew. I have learned a lot about responsibility, time management, and hard work.- Work began at 6 AM and paused at 11 AM for lunch on a six day work week schedule. -Mowed the course greens - Performed other maintenances necessary such as raking, fly mowing, and weed trimming

May 2020 - Aug 2021
Team & coworkers

Colleagues at The Mather Group, LLC

Other employees you can reach at themathergroup.com. View company contacts for 96 employees →

RS Robert Storm Jr Robert Storm Jr Colleague at The Mather Group, LlcBarrington Hills, Illinois, United States, United States View → TK Tim Kenny Tim Kenny Colleague at The Mather Group, LlcGreater Chicago Area, United States View → AS Adam Spector Cfp® Adam Spector Cfp® Colleague at The Mather Group, LlcGreater Chicago Area, United States View → RM Richard Megica, Cfp®, Chfc® Richard Megica, Cfp®, Chfc® Colleague at The Mather Group, LlcDallas-Fort Worth Metroplex, United States View → MK Matthew Kennedy Matthew Kennedy Colleague at The Mather Group, LlcChicago, Illinois, United States, United States View → SB Suzanne Bick, Mpa Suzanne Bick, Mpa Colleague at The Mather Group, LlcPortland, Oregon Metropolitan Area, United States View → TL Tashi L S. Tashi L S. Colleague at The Mather Group, LlcHouston, Texas, United States, United States View → MK Michael Kovalsky, Cfp® Michael Kovalsky, Cfp® Colleague at The Mather Group, LlcGreater Houston, United States View → CJ Cort Jaquess, Cfp® Cort Jaquess, Cfp® Colleague at The Mather Group, LlcHouston, Texas, United States, United States View → MP Moses Park, Cfp® Moses Park, Cfp® Colleague at The Mather Group, LlcBellevue, Washington, United States, United States View →
4 education records

Patrick Simoncic education

Business Administration And Management, General, Junior

Universitat De Barcelona

During my abroad experience I took a international Financial Management class through this university in the heart of Barcelona.

Business Administration And Management, General, Junior

Ies Abroad

An abroad program in Barcelona, Spain for the second semester of my junior year.

FAQ

Frequently asked questions about Patrick Simoncic

Quick answers generated from the profile data available on this page.

What company does Patrick Simoncic work for?

Patrick Simoncic works for The Mather Group, LLC.

What is Patrick Simoncic's role at The Mather Group, LLC?

Patrick Simoncic is listed as Client Associate at The Mather Group at The Mather Group, LLC.

Where is Patrick Simoncic based?

Patrick Simoncic is based in St Louis, Missouri, United States while working with The Mather Group, LLC.

What companies has Patrick Simoncic worked for?

Patrick Simoncic has worked for The Mather Group, Llc, Ehm, Sugo'S Spaghetteria, and Old Warson Country Club.

Who are Patrick Simoncic's colleagues at The Mather Group, LLC?

Patrick Simoncic's colleagues at The Mather Group, LLC include Robert Storm Jr, Tim Kenny, Adam Spector Cfp®, Richard Megica, Cfp®, Chfc®, and Matthew Kennedy.

How can I contact Patrick Simoncic?

You can use AeroLeads to view verified contact signals for Patrick Simoncic at The Mather Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Simoncic attend?

Patrick Simoncic holds Finance, Finance And Financial Management Services from Indiana University Bloomington.

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