Patrick S. has a diverse background in professional advisory support and implementation consulting, currently serving as a Professional Advisor Support at Penn Mutual since April 2022. Prior to this role, Patrick S. worked as an Implementation Consultant at Bank of America from January 2022 to September 2022, and was instrumental in managing marketing, logistics, and relationships with Financial Advisors and HR directors at MetLife from August 2013 to August 2020, focusing on the PlanSmart initiative. Patrick S. holds a degree from Winthrop University.
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