Patrick J. Duffy
Financial Services Sales Professional at Tiaa
Based in Boston, United States
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Seniority
Staff
Department
Other
Location
Boston
Industry
Financial Services
Company size
13K
Contact information
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p•••••••@tiaa.org
Phone
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Background
About Patrick J. Duffy
Accomplished detail-oriented financial services professional offering expertise in cultivating durable and resilient client relationships while using strong analytical skills and industry prowess to develop opportunities that exceed organizational goals within relationship management, national accounts, wealth management and defined contribution. Innovative, organized business partner, effective communicator, and problem-solving project manager known for building / preserving robust relationships with internal / external partners at all levels / disciplines to form strategic partnerships and maximize revenue across multiple product lines. Collaborative leader, public speaker / presenter, and self-starter with demonstrated successes in coaching and directing cross-functional teams to generate new business, identify opportunities for greater profits, outperform the competition and maintain / build the company's positive image and brand. Currently hold the Certified Investment Management Analyst (CIMA) designation and Series 7, 24, 55 and 63 FINRA licenses.©
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