Patrick Guilfoy
Relationship Advisor at Mid-American Wealth
Based in Kansas City, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Kansas City
Industry
Financial Services
Company size
16
Contact information
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p•••••••@midamericanwealthadvisory.com
Phone
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Background
About Patrick Guilfoy
My career in customer service began long before I entered financial services. I realized my passion for connecting with and serving others at a young age while caddying at a Golf course. Every serving and communication opportunity I had then and as a Retirement Specialist has given me a unique knowledge of both ends of the business we do here at AE. Everyday, I communicate with Carriers, Advisors, and teams within Advisors Excel to review applications and related paperwork to determine if the product in question is in the best interest of the client and to ensure standards are being met. While maintaining the company’s Suitability Matrix, I review carrier updates to identify trends regarding Suitability concerns that may require additional consideration from either the Agent or the Carrier. I’m a firm believer in hard work, goal-oriented results, and delivering the Ultimate Client Experience to AE’s Advisors. When it comes to providing the best customer service consistently, complacency ruins perfection. Contact Information: patrick.guilfoy@advisorsexcel.com (866)-363-9595
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