Pat Phelan
- Role
- Special Needs Trust Foundation
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Pat Phelan
I help businesses improve profitability. Finance Leader with an MBA in…
Experience
Education
Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
2007 — 2009
Rutgers University–New Brunswick
Bachelor of Science (B.S.), Environmental Business Economics
1989 — 1995
Skills
- Multi-Million Dollar Budgets
- Individual Retirement Accounts
- Revenue Recognition
- Systematic Investing
- Forecasting
- High Level of Accuracy
- Portfolio Review
- Business Retirement Plans
- Strategic Planning
- P&L Management
- Asset Allocation
- Mutual Funds
- Estate and Legacy Strategies
- Expenditure Control
- Key Performance Indicators
- Financial Systems
- Financial Analysis
- Entrepreneurship
- Investor Education Programs
- Equity Investments
- Financial Strategy
- Corporate Budgeting
- Fixed-Income Investments
- Insurance
- Portfolio and Retirement Plan Review
- Retirement Account Consolidation
- Trusted Advisor
- Financial Modeling
- Due Diligence
- Public Companies
- Sales Compensation Planning
- Business Development
- Risk Assessment
- Wealth Management
- Start-Ups
- Asset Protection Strategies
- Board of Directors Presentations
- Consistency
- Education Savings
- Wealth Strategies
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