Patrick Jancsy

Advisory Board Member @401GO

Marblehead, MA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2025 — Present

Advisory Board Member @401GO

View department →

Sandy, UT, US

A disruptive technology platform designed to make it easy for businesses to offer a 401(k) plan for their employees.Provide strategic guidance and industry insights in the development of the business plans and strategic initiatives.

EDUCATION

N/A

D'Amore-McKim School of Business at Northeastern University

Master of Business Administration (MBA), Business Administration and Management, General

N/A

The Wharton School

Leadership Program

N/A

St. Francis Xavier University

Bachelor of Business Administration (BBA), Business Administration and Management, General

SKILLS

Client DevelopmentAlternative InvestmentsClearance and CustodyE-Service StrategyProduct ManagementClient ExperiencePortfolio ManagementCustomer ExperienceStart-UpsGrowth OrientedBusiness Relationship ManagementInvestment AdvisoryNew Client AcquisitionsSeries 63TradingNational Sales ManagementWealth ManagementClient SatisfactionRelationship ManagementTechnology Product StrategySegment StrategyLeadershipAsset AllocationMutual FundsStrategyCustomer SatisfactionStart-UpInvestmentsFixed IncomeAsset ManagementTurn-Around SituationsStrategic PlanningProduct StrategySales OperationsSecurities RegulationSecuritiesTalent DevelopmentFinraTalent ManagementOrganizational Design

ABOUT PATRICK JANCSY

Proven leader with a track record of delivering results, creating high performing teams, and helping investors secure their standard of living in retirement. Benefit and Retirement Services experience serving Administrators, Advisors, and Investors. Experience spans Retail and Institutional Brokerage, Correspondent Clearing, and RIA Service Agent Channels.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.