Patrick Ferris
Divisional Vice President
- Role
- Divisional Vice President at Equitable
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
About Patrick Ferris
I lead Athene’s Financial Institutions Channel nationwide with a focus on disciplined…
Experience
Divisional Vice President
Jan 2019 — Present
The named individual is a registered representative of Equitable Distributors, LLC (Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah, LLC in UT) and an agent of Equitable Financial Life Insurance Company (Equitable Financial)(NY, NY), and Equitable Financial Life Insurance Company of America (Equitable America) an AZ stock company. EOE M/F/D/V. CA Ins. Lic.#0J07152 AR Ins. Lic.#89•••49
Education
Simsbury High School
High School, Business, Management, Marketing, and Related Support Services
1998 — 2002
Gettysburg College
BA, Business Management
2002 — 2006
Gettysburg College
Bachelor of Arts (BA), Spanish Language and Literature
2002 — 2006
Skills
- Financial Planning
- Asset Management
- Retirement
- Retirement Planning
- Finra
- Variable Annuities
- Series 6
- Insurance
- Series 63
- Fixed Annuities
- Wealth Management
- Sales
- Alternative Investments
- Separately Managed Accounts
- Securities
- Investments
- Asset Allocation
- 401k
- Financial Services
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