Patrick Rieck

About Patrick Rieck

Senior financial services industry executive with extensive experience leading product management and business development. Strong relationships within the broker dealer, RIA, DCIO asset management, and record keeping industry. Deep expertise with the record keeping, investment, and Financial Advisor aspects of the retirement plan business. Substantial knowledge of the technical aspects of ERISA.

Experience

1. Vice President Product, Retirement and Private Wealth

   HUB International

   Jan 2019 — Present · Milwaukee, WI, US

   In a rapidly changing world, HUB International advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.The VP Product reports to the COO, Retirement and Private Wealth and is responsible for managing the process of developing products and enhancing existing products in order to meet client and Advisor expectations effectively. Innovation and problem solving in a team environment while keeping a focus on maintaining superior service, providing consistent leadership, and assuming accountability for results to drive revenue, increase profitability, and manage risk are key success factors. The VP Product also supports strategy and special projects as needed.

Skills

• 401(K) Retirement Savings Plans
• Series 65
• Series 6
• Wealth Management
• Retirement Planning
• Finra
• 401k
• Investments
• Retirement
• Series 63
• Securities
• Pensions
• Investment Advisory
• Series 7
• Asset Allocation
• Mutual Funds