Patrick Catenacci

About Patrick Catenacci

Hi, I appreciate your time and consideration in visiting my profile. I consider…

Experience

1. Insurance Agent

   Independent Financial Consultant

   Jan 2021 — Present · Farmington Hills, MI, US

   Hi I appreciate your time and consideration for visiting my profile.I consider myself as fact-focused professional with substantial years of experience in delivering insightful analysis, developing budgets and forecasts, and improving company financial performance via effective financial planning and analysis. While adding excellence and success to the organizations, I led budget process, created dashboards and management reports, evaluate clients’ financial documents, analyzed financial performance, and provided recommendations for improvement.My peers know me for implementing value-added operational processes and deploying measures to enhance efficiency and productivity of financial procedures.Some of the areas where I really excel include:Ø Retirement Plans CreationØ Strategic Planning & ExecutionØ Business PartneringØ Team Building & LeadershipØ Continuous Process ImprovementsØ Cross-functional Collaboration In addition to the above, I am adept at assessing company’s financial status, examining investment plans, and sourcing and monitoring capital expansion options, including loans and funding. Moreover, I excel at building and developing high performance team and strengthening relationships at all organizational levels. Last but not the least, I am innovative problem solver; excel at identifying and mitigating complex issues with exceptional interpersonal skills, time management, and team spiritPlease feel free to contact me at my email with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances.

Education

• CFP® Board of Standards one day comprehensive examination. Passed first try!

  Certified Financial Planner TM, Financial Planning

• The American College of Financial Services

  Chartered Life Underwriter, Insurance

• National Association of Estate Planners & councils

  Profesional Designation- Accredited Estate Planner, Estate Planning

  1998 — 1998

• Institute of Business & Finance

  Cetified Fund Specialist, Investments and Securities

  1998 — 1998

• Michigan State University

  Bachelor of Business Administration (BBA)/Accounting, Eli Broad College of Business,Major Accounting with concentration in personal and business taxation

  1986 — 1998

• College for Financial Planning

  CFP Professional Education Program, Graduate Professional Educational CFP® Certification Program

  1997 — 1998

• The American College of Financial Services

  Chartered Financial Consultant TM, Advanced Financial Planning In Retirement and EstatePlanning

  2007 — 2008

• Institute of Business and Finance

  Certified Tax Specialist Grad Cert

  2011 — 2012

Skills

• Series 6
• Insurance
• Term Life Insurance
• Investments
• Wealth
• Small Business
• Trusts
• Funding
• Business Development
• Wealth Management
• Asset Managment
• High Net Worth Individuals
• 401k
• Disability Insurance
• Investment Advisory
• Asset Allocation
• Mutual Funds
• Risk Management
• Fixed Annuities
• Investment Strategies
• Iras
• Retirement Planning
• Income Protection
• Series 7
• Series 65
• Financial Advisory
• Roth Ira
• Tax
• Long-Term Care
• Estate Planning
• Portfolio Management
• Retirement
• Strategic Financial Planning
• Life Insurance
• Finance
• Series 63
• Financial Analysis