Patrick Schmick

Vice President, Retirement Channel @HSA Bank, a division of Webster Bank, N.A.

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2019 — Present

Vice President, Retirement Channel @HSA Bank, a division of Webster Bank, N.A.

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Milwaukee, WI, US

In my position, I employ a consultative based sales approach to identify, pursue and achieve sales of the HSA Advisor+ platform to advisor firms focused on the employer retirement market.Responsibilities:Partner with financial advisors to support the growth of their business, and deepen their existing relationships.Develop distribution partnerships and guide our team to successfully sell through advisors.Identify targets, define and deploy partnerships and achieve sales goals.Cultivate relationships with existing accounts for additional sales.Feel free to reach out to me at p•••••••@hsabank.com.

EDUCATION

1999 — 2003

Marquette University

Bachelor of Science

2005 — 2007

Marquette University

MBA

SKILLS

Mutual FundsWealth ManagementCustomer ServiceStrategic PlanningInvestmentsSeries 6Financial ServicesPortfolio ManagementRetirement PlanningManagement401(K) Retirement Savings Plans401kSeries 63

ABOUT PATRICK SCHMICK

Vice President, Retirement Channel at HSA Bank, a division of Webster Bank, N.A.

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Patrick Schmick — Vice President, Retirement Channel at HSA Bank, a division of Webster Bank, N.A. in Milwaukee, WI, US | Unifers