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Adam Patten is listed as Steward Trust, Clarify Vision, & Serve Fervently | Business Committee Lead | Senior Financial Advisor | Husband & Father of 4 Daughters! at Prota Financial, based in Mont Belvieu, Texas, United States. AeroLeads shows a work email signal at thrivent.com and a matched LinkedIn profile for Adam Patten.
Adam Patten previously worked as Client Relationship Manager at Prota Financial and Financial Associate at Thrivent. Adam Patten holds Geography, Military Signal/Geospatial Intelligence from United States Military Academy At West Point.
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AeroLeads found 1 current-domain work email signal for Adam Patten. Compare company email patterns before reaching out.
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.
Listed skills include Military, Leadership, Security Clearance, Military Experience, and 31 others.
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A career timeline built from the work history available for this profile.
Houston, 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.
Minneapolis, MN, US
Provide 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.
Creating 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.
Marketing 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.
Baytown, US
Influenced 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.
Baytown, US
Develop 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.
Houston, TX, US
Helped 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.
Arlington, Virginia, US
Led 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.
Arlington, Virginia, US
Developed 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.
Arlington, Virginia, US
Led 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.
Arlington, Virginia, US
Arlington, Virginia, US
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Adam Patten works for Prota Financial.
Adam Patten is listed as Steward Trust, Clarify Vision, & Serve Fervently | Business Committee Lead | Senior Financial Advisor | Husband & Father of 4 Daughters! at Prota Financial.
AeroLeads has found 1 work email signal at @thrivent.com for Adam Patten at Prota Financial.
Adam Patten is based in Mont Belvieu, Texas, United States while working with Prota Financial.
Adam Patten has worked for Prota Financial, Thrivent, Precision Web Design & Marketing, Alchemy Crm, and Baytown Ace Industrial Services, Llc.
You can use AeroLeads to view verified contact signals for Adam Patten at Prota Financial, including work email, phone, and LinkedIn data when available.
Adam Patten holds Geography, Military Signal/Geospatial Intelligence from United States Military Academy At West Point.
Adam Patten is listed with skills including Military, Leadership, Security Clearance, Military Experience, Military Operations, Dod, Management, and Microsoft Office.
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