Patrick Slavin
About Patrick Slavin
Patrick Slavin is a Relationship Manager at First Western Trust Bank, where he has worked since 2009. He has extensive experience in retirement plans and investment reviews, along with a background in mentoring and hiring within the financial services sector.
Work at First Western Trust Bank
Patrick Slavin has been serving as a Relationship Manager at First Western Trust Bank since 2009. In this role, he focuses on building and maintaining client relationships, ensuring that clients receive tailored financial solutions. His responsibilities include conducting retirement plan reviews and investment reviews, which are essential for helping clients make informed financial decisions. Over his 15 years at the bank, he has developed a strong understanding of fiduciary responsibilities and updated legislation within the retirement plan industry.
Previous Experience in Financial Services
Prior to his current position, Patrick Slavin held several roles in the financial services sector. He worked as an Account Executive for Retirement Plans at Principal Financial Group from 2006 to 2009. Before that, he was a Project Manager at in3corp from 2001 to 2006. His experience also includes a position as a Client Service Associate at Merrill Lynch & Company from 1999 to 2001. These roles have contributed to his expertise in conducting sales presentations and auditing related to retirement services.
Education and Expertise
Patrick Slavin earned a Bachelor of Arts in Business Administration from Truman State University, where he studied from 1990 to 1994. His educational background supports his professional expertise in the financial services industry. He holds several licenses, including Series 7, Series 66, and Insurance licenses for Colorado and seven adjacent states. His knowledge encompasses fiduciary responsibilities and the latest legislation affecting retirement plans.
Mentorship and Employee Development
In addition to his client-focused responsibilities, Patrick Slavin is involved in hiring and mentoring employees within the financial services sector. His experience in mentoring helps to develop the next generation of professionals in the industry. This aspect of his work emphasizes the importance of knowledge transfer and skill development in financial services.