Patrick Flint
Helping plan sponsors manage their fiduciary responsibility and improve the retirement outcomes of their people.
- Role
- Senior Vice President, Financial Advisor at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Patrick Flint
With over 14 years of experience in the retirement plan industry, I have been recognized as a NAPA Top 100 Retirement Plan Advisor Under 40 six times, reflecting my commitment and excellence in serving my clients and their people. My passion is to help clients optimize their retirement plans and improve the financial wellness of their participants. I offer comprehensive and customized solutions for defined contribution, defined benefit, and nonqualified plans, covering fiduciary best practices, investment selection and monitoring, plan design, fee benchmarking, participant engagement, and vendor management.
Experience
Senior Vice President, Financial Advisor
Jul 2025 — Present · Raleigh, NC, US
Education
University of Wisconsin-Whitewater
MBA, Management & Finance
2008 — 2011
University of Wisconsin-Whitewater
BA, Operations Management
2002 — 2006
Skills
- Mutual Funds
- Asset Allocation
- Finance
- Competitive Analysis
- Selling
- Investments
- Marketing
- Defined Benefit
- Sales
- Strategy
- Erisa
- 401k
- Cross-Functional Team Leadership
- Marketing Strategy
- Sales Operations
- Retirement Planning
- Business Strategy
- Financial Planning
- New Business Development
- Business Development
- Leadership
- Management
- Solution Selling
- Account Management
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