AIF®, CRPS®, CBC®
National Sales Manager - Retirement Plan Services / Member Owner
Most business owners and plan trustees want to focus on their business and not on their retirement plan. Helping them maintain fiduciary compliance while simultaneously offering a great retirement benefit for their participants puts us in a unique situation to add a lot of value for our clients.
Patrick Curran serves as Savant’s national sales manager for our Retirement Plan Services group. Involved in the financial services industry since 2010, he works closely with business owners and plan sponsors on plan design, operations, asset management, vendor selection, fiduciary responsibility, and advanced fiduciary plan governance. He helps organizations evaluate and refine their retirement plan offerings with a practical, fiduciary-focused approach that supports both employers and participants.
Before joining Savant, Patrick held leadership and consulting roles with Capital Directions and Unified Trust Co. and earlier worked as a financial advisor with two national financial service firms. He began working at Savant in 2023 when Capital Directions joined the firm.
Patrick earned a bachelor’s degree in business administration and economics from Saint John’s University in Collegeville, Minnesota. He holds the Accredited Investment Fiduciary® (AIF®), Chartered Retirement Plans SpecialistSM (CRPS®), and Cash Balance Coach (CBC®) designations. He lives in Charlotte, North Carolina, with his wife, Jenny, and their two children, Christian and Ilamae-Jane.