Patrick Iannetta
Project Coordinator - Client Relations & Business Development for Retirement Plans at Prudential Financial
Based in Lake Ariel, United States
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Seniority
Staff
Department
Other
Location
Lake Ariel
Industry
Financial Services
Company size
26K
Contact information
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p•••••••@prudential.com
Phone
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Background
About Patrick Iannetta
As a retirement plan professional, I work closely with plan sponsors and financial professionals in the United States to help provide services to clients, including, retirement plan design consulting, plan compliance and participant education. Retirement and Income Solutions are geared to help more people save enough, protect enough, and have abundant retirement. I enjoy working with financial professionals, plan sponsors, and Third-Party Administrators as a representative that is responsible for managing numerous client relationships. My knowledge base can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), and 457 Governmental plans Business-Building / Financial Professional Support - Sales presentations to prospective clients - Business development strategies - Plan design analysis - Participant education strategies
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