Simplicity Group
Patrick Jackson is a seasoned accounting professional with extensive experience in portfolio accounting and data analysis. Currently serving as a Senior Portfolio Accounting Analyst at Simplicity Group since August 2021, Patrick has built a strong foundation in financial operations through previous roles at Federated Hermes as a Reporting & Data Analyst, and McKinley Carter Wealth Services as an Operations Administrator. With a solid background at BNY Mellon, where Patrick progressed from Accounting Analyst to Accounting Team Lead, expertise in accounting and financial analysis is evident. Patrick holds a Bachelor of Arts in Business Finance from Mercyhurst University, obtained in 2011.
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Simplicity Group
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We are a Financial Marketing Organization providing annuity, life insurance, and retirement solutions to insurance & financial advisors & their clients.