Patrick Scheina
- Role
- Managing Director & Financial Advisor at Northwestern Mutual
- Location
- Springfield, IL, US
- LinkedIn followers
- 500 followers
About Patrick Scheina
Leading individuals and families to make responsible and important choices regarding…
Experience
Managing Director & Financial Advisor
Jan 2003 — Present
In 2013, I became the Managing Director of the Springfield, Illinois office. In this role, I am responsible for recruiting, mentoring and developing Financial Advisors for our district office. I team them how to grow a business and have impact through Northwestern Mutual’s proven principles of client building. At Northwestern Mutual and in our District, we first seek to understand our prospects goals and objectives, personally, professionally and financially. We ask questions about our prospects families, careers, interests and future. We listen and then we offer a plan and ideas on how to achieve their goals and objectives. In partnering with their plan, we follow-up, adjust and follow-through with our clients to achieve those goals and objectives. Northwestern Mutual offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. 2008 – 2013: Recruiting Field Director + Financial Advisor 2005 – 2008: College Unit Director + Financial Representative 2003 – 2005: Financial Representative
Skills
- Mutual Funds
- Education Funding
- Retirement Plan Consulting
- Variable Annuities
- Health Insurance
- Group Insurance
- Business Development
- Estate Planning
- Money Market Funds
- Wealth Management
- Business Planning
- Succession Planning
- Trust Services
- Asset Protection
- Bond Markets
- Disability Insurance
- Executive Benefit Strategies
- Retirement Savings
- Onboarding
- Talent Developer
- Strategic Consulting
- Dental Insurance
- Problem Solving
- Financial Planning
- Fixed Annuities
- Financial Services
- Talent Management
- Long Term Business Planning
- Term Life Insurance
- Talent Pipelining
- Unit Investment Trusts
- Leadership Development
- Life Insurance
- Consulting
- Wealth Preservation Planning
- Team Building
- Stock Market
- Vision Insurance
- Clu
- Risk Assessment
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