Adam Patten Email and Phone Number
Adam Patten work email
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Adam Patten personal email
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Specialize in delivering top tier quality financial planning and access to high quality investments to facilitate client's achievement of their financial goals. We do this by tailoring solutions unique to the individual to create simple but smart plans and diversify our clients in both public and private markets. We work with some of the most complex and sophisticated corporate clients to maximize the fiscal tools available to them and team with CPAs/Estate planning & Tax lawyers to help deliver protection, minimize taxes, and generate wealth.Our clients have done the hard work to achieve success, and our goal is to protect and grow it so they can step from success into significance. We provide the guidance and strategies to achieve these results, so they have the confidence to take that step.
Prota Financial
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Client Relationship ManagerProta Financial Jan 2021 - PresentHouston, Texas, Us"Eliminate Confusion. Build a Plan. Grow Your Wealth." That's what we do, and as Dave Ramsey Smart Vest Pros we pride ourselves in service, integrity, and results. We are at the tip of the spear in Private Equity investments allowing you to participate in both the public and private markets. You work hard to accumulate assets and we work as hard as you to keep it that way.
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Financial AssociateThrivent Feb 2020 - Jan 2021Minneapolis, Mn, UsProvide financial clarity and vision for your future while protecting the present. Develop strategies to achieve your goals based on your "why" to help make intentional decisions today. Having a financial professional, a friend, and a coach help make your goals achievable and fun, and when you have help you’re more likely to succeed! Start to achieve your goals today by removing certain risks off the table, and giving yourself more options you didn’t have before. It may give you a sense of reassurance and joy as you look to the future and are able to live generously! -
Web DeveloperPrecision Web Design & Marketing Mar 2019 - Jan 2021Creating websites and marketing strategies for increasing social media and online presence through engaging websites, SEO, social media marketing on Facebook/LinkedIn/Instagram, Ad creation, and email campaigns. Deliver superior customer service and marketing solution suitable to customers and their clients.
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Business Development ManagerAlchemy Crm Jun 2019 - Jan 2020Marketing business development manager for a growing Salesforce partner, Alchemy CRM. Developing strategic relationships, marketing strategies, and sales tools to increase brand awareness, social media, and online presence. Create engagement space for sales team to target "right fit" customers and create win-win situation for customers and our team.
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SchedulerBaytown Ace Industrial Services, Llc Sep 2018 - Mar 2019Baytown, UsInfluenced culture with creativity and energy, and developed new tools to track and prioritize jobs and projects valued at over $12M annually. Served as the critical linkage between Fabrication, Machining, CNC, Purchasing and Drafting leads to facilitate job flow from reception through completion. -
EstimatorBaytown Ace Industrial Services, Llc Oct 2017 - Sep 2018Baytown, UsDevelop leads from sales team members into opportunities for growth and expansion while reducing burden to sales team and improving response, quality, and timing to customer quotations for services. Created new products to quote largest job in BAIS history and as a team won the opportunity to execute the project.
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Operations SpecialistCasetta Catering Mar 2017 - Aug 2017Houston, Tx, UsHelped owners craft a vision for their business and developed a marketing strategy achieve goals for growing business contacts in new market segments. Designed new logo and developed ideas for improving organizational management, email marketing, and accounting procedures. -
Operations Manager/Contracting Team LeaderUs Army Jun 2015 - Mar 2017Arlington, Virginia, UsLed hand picked team to serve contracting requirements for all military forces on Bagram Airfield. Worked with customers to refine requirements to replace 1/3 of all computers and automation equipment in Afghanistan and saved $1M over projected budget. -
Requirements ManagerUs Army Apr 2013 - Apr 2015Arlington, Virginia, UsDeveloped modernization strategy for the U.S. Army small arms programs with a comprehensive plan for modernizing legacy equipment while capitalizing on technological advancements for the next generation of weapons and equipment. Established a baseline understanding of user needs, the current and projected capabilities of near peer countries and collaboratively developed ideas from across the DOTMLPF (Army Acquisition) domain to gain consensus in strategy approved by the Department of the Army with all associated supporting analysis and business cases for 40 small arms programs. Secured $300M program of record placed in the Army Long-range Investment Requirements Analysis (LIRA) budget for fire control during sequestration.
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Stryker Company CommanderUs Army Mar 2011 - Feb 2013Arlington, Virginia, UsLed and planned training for 160 Soldiers and responsible for $98 million worth of equipment. Developed company mascot and innovative ideas for training and combating substance abuse issues.
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Operations OfficerUs Army Jun 2010 - Feb 2011Arlington, Virginia, UsServed as a member of the operations planning cell for a 5,000 Soldier Stryker Brigade organization. Responsible for developing 12 month training plan and coordinating large scale training events to ensure the organization was ready to deploy in support of its war time mission. • Developed annual training guidance and coordinated resources for large scale training events. • Helped stand up operations team and develop close knit operations staff.
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Senior Trainer/Instructor WriterUs Army Jun 2008 - May 2010Arlington, Virginia, UsSupervised four instructors and served as the senior trainer for over 180 new infantry officers responsible for the future of the infantry. • Instructor of the Quarter and Competed in the 2010 Best Ranger Competition
Adam Patten Skills
Adam Patten Education Details
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United States Military Academy At West PointMilitary Signal/Geospatial Intelligence -
Liberty UniversityMaster Of Business Administration (Mba)
Frequently Asked Questions about Adam Patten
What company does Adam Patten work for?
Adam Patten works for Prota Financial
What is Adam Patten's role at the current company?
Adam Patten's current role is Steward Trust, Clarify Vision, & Serve Fervently | Business Committee Lead | Senior Financial Advisor | Husband & Father of 4 Daughters!.
What is Adam Patten's email address?
Adam Patten's email address is ka****@****ive.com
What schools did Adam Patten attend?
Adam Patten attended United States Military Academy At West Point, Liberty University.
What skills is Adam Patten known for?
Adam Patten has skills like Military, Leadership, Security Clearance, Military Experience, Military Operations, Dod, Management, Microsoft Office, Team Leadership, Customer Service, Operational Planning, Team Building.
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