Patrick Stoa

Role
Macco Financial Group, Inc
Location
Green Bay, WI, US
LinkedIn followers
500 followers

About Patrick Stoa

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Experience

  1. Macco Financial Group, Inc

    Present

Skills

  • Trusts
  • Portfolio Construction
  • Goal Discussions
  • Lean Manufacturing
  • Compliance Labels
  • Trade Shows
  • Insurance
  • Getting Things Done
  • Financial Planning
  • Retirement Income Strategies
  • Diversification
  • Account Management
  • Listening
  • Direct Sales
  • Key Account Management
  • Digital Printing
  • 401k Rollovers
  • Variable Data Printing
  • Asset Allocation
  • Direct Marketing
  • Sales
  • Packaging
  • Product Development
  • Labels
  • Shrink Sleeves
  • Business Process
  • Process Improvement
  • Social Security
  • Wealth Management
  • Estate Planning
  • Direct Mail
  • Risk Management
  • 401k Education and Options
  • Complex Project Management
  • B2b
  • Productivity Improvement
  • Retail Packaging
  • Flexo
  • Investment Advice
  • Tax Deferral

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Patrick Stoa — Macco Financial Group, Inc in Green Bay, WI, US | Unifers