Patrick Ilcin

Client Executive

“There is no traffic jam along the extra mile”

About Patrick

I have spent my entire career in the retirement plan industry, working on both the recordkeeping and advisory sides. I enjoy building long-lasting relationships with plan sponsors and helping them navigate the complex nature of qualified plans. When not working, I am spending time with my family and friends, trying a new recipe, or wallowing in the misery of being a lifelong Cleveland sports fan (but hey there is always next year!).

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Experience

Client Executive
Oswald Financial, 2025 - Ongoing
Plan Advisor
NFP Retirement 2021 - 2025
Sr. Specialist, Internal Controls and Risk Management
Charles Schwab 2018 - 2021

Education

Bachelor of Science in Finance and Risk Management
Butler University