Patrick J. Modjeski

About Patrick J. Modjeski

Organizational Development & Sales LeadershipOur goal is to develop and maintain a professional business atmosphere at an agency like system, with a focus on high ethical standards. I am responsible for recruiting professional Financial Services personnel for the firm and to develop marketing and operational business plans to help these representatives reach their career goals. Our firm strives to provide excellent service, especially focused on quality customer contact.Our vision and mission is providing independent financial advisors with the value add of agency like support for their growing practices. We help the advisor grow by providing leadership, business coaching, accountability, resources and leveraging our position in the financial services industry.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. VantagePointe Financial Group\'s home office (OSJ) is located at Evergreen NE. Suite 200, Grand Rapids, MI 49525. Phone:(61••••••23Osaic Approval # 65•••73—4/24

Experience

1. Vice President of Sales, Business Development & Firm Level Recruiting

   VantagePointe Financial Group

   Oct 2016 — Present

   Firm Leader: Organizational & Sales Leadership and Development for Financial Advisors.Our goal is to develop and maintain a professional business atmosphere at an agency type system for Financial Advisors, with a focus on high ethical standards. I am responsible for recruiting professional sales personnel for the firm, and to develop marketing and operational business plans to help these representatives reach their career goals. Our firm strives to provide excellent service, especially focused on quality customer contact.Our vision and mission is providing independent financial advisors with value added services of agency like support for our advisor\'s growing practices. We help the advisor grow by providing leadership, business coaching, accountability, firm resources and leveraging our position in the financial services industry.We are strongly committed to diversity and equal opportunity.

Education

• Brown Deer High School

  Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

  1984 — 1988

• Northern Michigan University

  Bachelor of Science (B.S.), Security Administration, Public Relations

  1988 — 1993

Skills

• Business Succession Strategies
• Investment Advisory
• Series 66
• Qualified Retirement Plans
• Life Insurance
• Finance
• Permanent Life Insurance
• 401(K) Retirement Plans
• Million Dollar Round Table
• Universal Life Insurance
• Financial Planners
• Investment Strategies
• Alternative Investments
• Employee Benefits
• Investments
• Organizational Leadership
• Retirement Income Strategies
• Whole Life
• 401(K) Rollovers
• Asset Allocation
• Mutual Funds
• Risk Management
• Retirement
• Recruiting
• Executive Bonus Programs
• Finanical Advisor Coaching
• Critical Illness
• Variable Annuities
• Defined Benefit
• Health Insurance
• Financial Advisory
• Asset Management
• Fixed Annuities
• Long Term Care Insurance
• Team Development
• Wealth Management
• Disability Income Insurance
• Series 7
• Series 6
• Estate Conservation Strategies