Patrick Jancsy

Advisory Board Member

Patrick Jancsy is a proven leader with extensive experience in Benefit and Retirement Services, successfully delivering personalized financial solutions to investors and advisors. Currently serving as an Advisory Board Member at 401GO and an Adjunct Professor at Endicott College, Jancsy continues to impact the financial services industry while educating future leaders. Previously, Jancsy held key roles at Cetera Financial Group and Citizens Bank, where they were instrumental in enhancing client experiences and driving profitability. With a strong background in both management and technology, Jancsy has consistently focused on innovation and high performance throughout their career.

Location

Marblehead, United States

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