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Pat Bello joined Kades-Margolis Corp. (KMC), a U.S. Retirement & Benefits Partners firm, in November 2022 as Executive Vice President of KMC. In November 2023, he was promoted to Managing Partner and President. He is responsible for leading the sales organization, strategy development and execution, and financial performance management of the firm.
Pat comes to KMC with 32 years of experience in the retirement industry, of which 23 years were in leadership roles, and has spanned corporate, healthcare, government and education markets. Previously, he held leadership roles at Bank of America Merrill Lynch, Mutual of Omaha Retirement Services, Voya Retirement Services, and Towers Perrin.
Pat’s education background includes a Bachelor of Arts in Economics, with a concentration in Finance from Bethany College in Bethany, West Virginia. He is a FINRA Registered Principal and has successfully completed various FINRA and American Retirement Association courses and examinations.