Patrick Clifford

Vice President, Key Account Manager at Athene USA | Boston, Massachusetts, United States

About Patrick Clifford

As Vice President and Key Account Manager at Athene USA, Patrick Clifford plays a pivotal role in driving growth and fostering relationships within the Independent Broker-Dealer and Financial Institution channels. With extensive expertise in annuities, mutual funds, and retirement plans, Patrick is adept at navigating the complexities of the financial services landscape. His strategic focus on securing selling agreements has positioned Athene USA as a preferred partner among broker-dealer firms, enhancing the company's market presence and competitive edge.

Patrick is instrumental in developing and delivering comprehensive product launch plans that resonate with financial advisors and their clients. His hands-on approach to marketing support ensures that partner firms are equipped with the necessary tools and resources to effectively promote Athene's innovative financial solutions. By leveraging his strong background in asset management and wealth management, he cultivates robust relationships that drive new business development and enhance client satisfaction.

In addition to his relationship management skills, Patrick's proficiency in 529 College Savings Plans and Separately Managed Accounts allows him to address the diverse needs of clients, ensuring tailored solutions that align with their financial goals. His leadership and commitment to excellence are evident in his ability to coordinate wholesaler coverage effectively, maximizing outreach and engagement across the broker-dealer network. With a solid foundation in securities and a Series 7 license, Patrick continues to be a trusted resource for financial professionals seeking to navigate the evolving landscape of retirement planning and investment strategies.

Patrick Clifford Work