Patrick Rice

Overland Park,KS

Overview

years of professional experience

Certification

Work History

Portfolio Research/Client Operations Specialist

Affinity Asset Management

Overland Park, KS

05.2015 - Current

Research, build and maintain investment models, place trades and handle all phases of security transactions.
Conduct periodic client reviews that include economic updates, consultations on Roth Conversion strategies, outside active 401K Management.
Led cross-functional research initiatives, enhancing data-driven decision-making and strategic planning processes.

Office Manager/Registered Representative

Instrumental Advisors

Overland Park, KS

04.2014 - 05.2015

Provide full support to the owner/advisor in respect to scheduling and maintaining daily operations as well as implementing trades and processing new business applications and service paperwork.

Independent Life and Health Sales

Kansas City, MO

07.2013 - 04.2014

Registered Investment Representative (Series 7, 6, 63, and CMFC Designation)

American Century Investments

Kansas City, MO

10.2008 - 07.2013

Provided full brokerage services to investors in the High Net Worth Department.
Provided excellent service to investors while uncovering additional needs and assets.
Consistently met and exceeded monthly/quarterly goals.

Skills

Problem-solving abilities
Attention to detail
Client relations skills
Multitasking Abilities
Reliability
Excellent communication
Critical thinking
Organizational skills

Team collaboration
Active listening
Effective communication
Adaptability and flexibility
Relationship building
Conflict resolution
Professional demeanor
Technical support

Certification

Series 7, 6, 63
Kansas, Missouri Life and Health

Timeline

Portfolio Research/Client Operations Specialist

Affinity Asset Management

05.2015 - Current

Office Manager/Registered Representative

Instrumental Advisors

04.2014 - 05.2015

Independent Life and Health Sales

07.2013 - 04.2014

Registered Investment Representative (Series 7, 6, 63, and CMFC Designation)

American Century Investments

10.2008 - 07.2013

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