Rhett Patterson
Vice President of Client Services at OneDigital where we unleash business growth and power people potential.
- Role
- Vice President of Client Services at OneDigital
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Rhett Patterson
I’m a versatile, high-performing professional with in-depth experience in customer…
Experience
Vice President of Client Services
Apr 2022 — Present · Irvine, CA, US
Education
West Texas A&M University
MBA, Management
1998 — 2000
Skills
- Contracts
- Executive Reporting
- Management
- Networking
- Financial Services
- Employee Training
- Business Development
- Employee Benefits
- Projection
- Compensation Plans
- Staff Training
- Procedures
- Non-Qualified Deferred Compensation
- Consulting
- Negotiation
- Customer Relationship Management (Crm)
- Financial Analysis
- Risk Mitigation
- Asset Management
- Client Relations
- Account Management
- Series 63
- Voc
- Customer Relations
- Relationship Management
- Defined Contribution
- Best Practices
- Life Insurance
- 401k
- Strategic Planning
- Erisa
- Client Accounts
- Customer Service
- Administration
- Retirement
- Presentations
- Client Services
- Retirement Services
- Coaching
- Asset Allocation
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