manager - general consultation at empower@ Empower
Milwaukee, Wisconsin, United States
Patrick Masimore
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Lubar College of Business
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FlashIntel GPTPatrick Masimore is a highly experienced professional with 18.7 years of work experience in finance, social media, strategic planning, investments, financial analysis, mutual funds, retirement planning, leadership, and series 7. He is currently working as a Client Services Manager at Empower Retirement in Milwaukee, Wisconsin. Patrick has held various positions at Empower Retirement, including Senior Retirement Consultant and Lead Service Delivery Specialist. He also worked at Baird Capital as a Financial Advisor. Patrick's expertise lies in the financial services industry, with a focus on retirement planning and investment management.
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About
Client Services Manager at Empower Retirement
Work Experience
manager - general consultation at empower
Lead Service Delivery Specialist
Financial Services
Patrick Masimore's Professional Milestones
- Financial Advisor (2010-07-01~2011-02-01): Provided strategic financial guidance, providing expert guidance and driving business growth.
- Lead Service Delivery Specialist (2011-03-01~2017-11-01): Streamlined service delivery processes, increasing efficiency and reducing customer wait times.
Education
Business Marketing & Entrepreneurship
2004-2008Skill
Finance
Social Media
Strategic Planning
Investments
Financial Analysis
Mutual Funds
Retirement Planning
Leadership
Series 7
Certification
Colleagues
David Zitek
Value Stream Owner
Michael Richards
Product Owner
Joseph Brancato
Team Lead Product Owner
Shannon Late
Director Process Management | Entrepreneurship Advisor | Success Advisor
David Hutchings, CSPO
experienced business analyst and product owner
Other Named Patrick Masimore
Frequently asked questions
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Patrick Masimore's social media include: Linkedin,
Patrick Masimore works for Empower
Patrick Masimore's role in Empower is manager - general consultation at empower
Patrick Masimore works in the industry of Financial Services
Patrick Masimore's colleagues are David Zitek,Michael Richards,Joseph Brancato
Patrick Masimore's latest job experience is manager - general consultation at empower at Empower
Patrick Masimore's latest education in Lubar College of Business
