Flourish
Patrick Liberona is an experienced finance professional with a focus on annuity sales and wealth management. Currently serving as an Annuity Sales Specialist at Flourish since March 2024, Patrick has previously held roles in JPMorgan Chase & Co. as an Annuity Sales Specialist Associate, and at AIG as an Internal Wholesaler and Internal Sales Consultant. Earlier experience includes positions at Penn Mutual as a Licensing Specialist and Adviser & Client Services Representative, and an internship with CamaPlan. Patrick holds a Bachelor's Degree in International Business from the Fox School of Business at Temple University.
This person is not in any teams
Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.