Patrick Gerard Kress

Current Employers

Employment History

• 09/2017 → 11/2018
  Sii
  Erie, PA
• 12/2015 → 09/2017
  Kress Financial Services
  Erie, PA
• 08/2013 → 05/2017
  Penn State Behrend
  Erie, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Erie, PA

Other Businesses

1. KRESS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/10/2019 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2. HAPPY BARK POSITION: Secretary NATURE: Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2022 ADDRESS: PO Box 9062, Erie PA 16505, United States DESCRIPTION: Board of Directors Treasurer (advise on finances of non-profit - no access to funds or accounts) 3. KRESS FINANCIAL - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/27/2019 ADDRESS: 2205 W Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 4. ERIE ART MUSEUM POSITION: General Board Member NATURE: General Board of Directors member for the Erie Art Museum. I do not act in the capacity of treasurer, have no access to financial transactions, and the business has no affiliation with Kress Financial Services. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2025 ADDRESS: 20 E 5th St, Erie PA 16507, United States DESCRIPTION: Contribute to the oversight of the Erie Art Museum and their strategic plans. Volunteer based only - will be helping at events, providing general feedback during board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-02

Designations