Patrick is a Registered Client Associate, based out of SageView’s Richmond, VA office, providing institutional clients with retirement plan support to assist them in their decisions on behalf of plan participants. Patrick has experience in assisting clients with plan design, governance, fee benchmarking, product reviews and employee education.
Patrick has 22 years of experience in the retirement plan services industry and prior to joining SageView in 2022, he was a Relationship Manager at Empower, serving as an external point of contact for 401(k), 403(b), and 457 plans in Virginia. Prior to Empower, Patrick was at MissionSquare (formerly ICMA-RC) for eight years where he led a team of seven Defined Contribution Plan Specialists in delivering employee education for one of their largest clients and more recently, served as a business development specialist in their Southeast region.
Patrick received his bachelor’s degree in economics from Old Dominion University. He is Series 7 and 63 registered.