Patrick Catenacci
Insurance Agent at Independent Financial Consultant- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJun, 1998- Nov, 2024 -
Chartered Financial Consultant®
The American College of Financial ServicesSep, 2008- Nov, 2024 -
Chartered Life Underwriter®
The American College of Financial ServicesJun, 2022- Nov, 2024 -
Certified Fund Specialist (CFS)
Institute of Business & FinanceJul, 1998- Nov, 2024 -
Certified Tax Specialist (CTS)
Institute of Business & FinanceSep, 2012- Nov, 2024 -
Accredited Estate Planner (AEP)
NAEPCDec, 1998- Nov, 2024
Experience
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Independent Financial Consultant
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Financial Services
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100 - 200 Employee
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Insurance Agent
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Jan 2021 - Present
,Hi I appreciate your time and consideration for visiting my profile. I consider myself as fact-focused professional with substantial years of experience in delivering insightful analysis, developing budgets and forecasts, and improving company financial performance via effective financial planning and analysis. While adding excellence and success to the organizations, I led budget process, created dashboards and management reports, evaluate clients’ financial documents, analyzed financial performance, and provided recommendations for improvement. My peers know me for implementing value-added operational processes and deploying measures to enhance efficiency and productivity of financial procedures. Some of the areas where I really excel include: Ø Retirement Plans Creation Ø Strategic Planning & Execution Ø Business Partnering Ø Team Building & Leadership Ø Continuous Process Improvements Ø Cross-functional Collaboration In addition to the above, I am adept at assessing company’s financial status, examining investment plans, and sourcing and monitoring capital expansion options, including loans and funding. Moreover, I excel at building and developing high performance team and strengthening relationships at all organizational levels. Last but not the least, I am innovative problem solver; excel at identifying and mitigating complex issues with exceptional interpersonal skills, time management, and team spirit Please feel free to contact me at my email with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances. Show less
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Self-employed
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United States
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ChFC,CLU,CFS,CTS,CFP, and AEP TM
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Jan 2021 - Present
In my present job, I develop financial plans to support clients in achieving long-term and short-term financial goals. I advise clients on taxes, retirement planning, investments, and insurance decisions, on customers' objectives. I monitor financial markets and economic conditions to promote informed decision-making. My key accomplishment includes: Ø Directed Retirement Income planning, analyzing defined benefit & defined contribution plans, non-qualified tax preferred. In my present job, I develop financial plans to support clients in achieving long-term and short-term financial goals. I advise clients on taxes, retirement planning, investments, and insurance decisions, on customers' objectives. I monitor financial markets and economic conditions to promote informed decision-making. My key accomplishment includes: Ø Directed Retirement Income planning, analyzing defined benefit & defined contribution plans, non-qualified tax preferred.
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PATRICK CATENACCI
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Farminton Hills Mi
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Chief Executive Officer
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Jan 2006 - Feb 2017
During this tenure, I devised high-quality strategies/plans ensuring alignment with business objectives. I led and motivated subordinates to advance employee engagement and build high performing managerial team. I reviewed financial and non-financial reports to devise solutions or improvements. I oversaw all operations and business activities to produce desired results adhering to overall strategy and mission. My key accomplishment include: Ø Sole Founder of 3 Companies an Insurance Agency, Accounting Firm, & a Registered Investment Advisory Firm in Livonia, MI. Show less
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Datamatics
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Tax Processor
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Jan 2011 - Mar 2012
Tax Processor for CPA firms clients During this tenure, I devised high-quality strategies/plans ensuring alignment with business objectives. I led and motivated subordinates to advance employee engagement and build high performing managerial team. I reviewed financial and non-financial reports to devise solutions or improvements. I oversaw all operations and business activities to produce desired results adhering to overall strategy and mission. During this job, I prepared and submitted client tax returns and managed communication between customers and tax authorities. I audited all tax forms for completeness and accuracy. I educated clients regarding the tax preparation process. I secured repeat business and expanded my client base by utilizing robust strategies. My proudest accomplishment includes: Ø Passed a Proctored Entrance Tax Examination for two years, picked among CPA Candidates & Accounting Majors students enrolled in their Master of Accounting Degree programs. Show less
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IGO Capital Management,Inc. Registered Investment Advisor
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Farmington Hills, Michigan, United States
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Consultant / Investment Advisory Representative
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Jun 2009 - Dec 2009
During this time period, I answered client questions about financial plans and strategies and offered financial advice. I created strategies for clients in insurance coverage, investment planning, cash management, and other areas to reach financial objectives. I analyzed financial data received from clients to devise strategies for meeting clients' financial requirements. My proudest achievement during this role include: Ø Enhanced business efficiency by providing effective recommendations and financial or investment advice. Show less
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Mainstay Capital Management, Registered Investment Advisor
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Grand Blanc, Michigan, United States
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Portfolio Executive/ Financial Planning Analyst
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Jun 2007 - Mar 2009
ChFC, CFP, CFS, AEP, and CTS Professional Designations. During this role, I drove optimal business performance by managing financial planning, budgeting, and forecasting. I improved financial processes by formulating variance analysis reports and financial models, while conducting real-time financial performance monitoring. I recommended strategies for increasing financial performance. My key contributions include: Ø Grew business by partnering with customers to serve nationwide automotive makers and suppliers with model portfolios. Ø Achieved employee satisfaction by creating all retirement plans for salary and hourly auto workers for firm. Work with our clients serving makers NATIONWIDEAuto Makers AND SUPPLIERS NATIONWIDE. and more went from With Model Portfolios new starts ups thousand in tenure and existing. Show less
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With various Insurance and Financial Planning Firms
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Greater Detroit Metro Area
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Financial Planner/ Consultant/Branch Manager/ Senior Vice President
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Jun 1990 - Dec 2005
During this period, I created strategic financial plans and budgets for clients, uncovering clients' needs and adjusting customers' financial plans accordingly. I generated revenue by presenting and marketing financial products and services. I accelerated the customer base by identifying potential clients and fostering long-lasting relationships. I offered support and guidance in financial, insurance, and investment planning. My key accomplishments include: Ø Attained business growth and success through marketing, business development, direct mail, prospecting, phone calls, and community involvement. Ø Fast-Start Leadership Club, Number One Fraternal Branch Agency Nationwide, produced $200,000 Annual GDC for ten years, Top in Accounting Franchise for Broker Dealer in Financial Services Of $450k G.D.C. for two years straight, estate Planning accomplishments CRT, NIMCRUT, ILITS, Trusts, Wills act. & $13,000,000 Assets Under Management and Millions of Insurances in – Force of Personal Production Clientele. Additional experience as President, FS "PROS," C-Corporation, Livonia, MI President, Tax Awareness Center, L.L.C Taxed as A C-Corporation for Federal & State Government Benefits Purposes, Livonia & Waterford, MI Tax Consultant | Preparer, Liberty Tax Service, Warren, MI Assistant Store Manager, RITE Aid, Livonia and Canton, MI Life/Health and Accident Insurance Current Active 65 active ( ChFC active waives Series 65) Series 6 & 7 inactive ( was 6/07 inactive due to Representing Registered Advisory Firms as a contract/ consultant agreement) Show less
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Education
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2007 - 2008
The American College of Financial Services
Chartered Financial Consultant TM, Advanced Financial Planning In Retirement and EstatePlanning -
2011 - 2012
Institute of Business and Finance
Certified Tax Specialist Grad Cert -
1998 - 1998
CFP® Board of Standards one day comprehensive examination. Passed first try!
Certified Financial Planner TM, Financial Planning -
1998 - 1998
Institute of Business & Finance
Cetified Fund Specialist, Investments and Securities -
1998 - 1998
National Association of Estate Planners & councils
Profesional Designation- Accredited Estate Planner, Estate Planning -
1997 - 1998
College for Financial Planning
CFP Professional Education Program, Graduate Professional Educational CFP® Certification Program -
1986 - 1998
Michigan State University
Bachelor of Business Administration (BBA)/Accounting, Eli Broad College of Business,Major Accounting with concentration in personal and business taxation -
2015 - 2022
The American College of Financial Services
Chartered Life Underwriter, Insurance
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