Patrick Clunan
Senior Director, Head of Advisor Consulting
- Role
- Senior Director at Columbia Threadneedle Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Patrick Clunan
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for…
Experience
Senior Director
Columbia Threadneedle Investments
Jan 2023 — Present · Boston, MA, US
Education
Saint Michael's College
Bachelor of Science (BS)
2003 — 2007
Skills
- Retirement Planning
- Sales
- Wholesale
- 401k
- Sales Presentations
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Series 63
- Financial Services
- Series 7
- Retirement
- Fixed Income
- Salesforce.com
- Wealth Management
- Investments
- Iras
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