Financial Services Professional
Current- Business Expansion - Retirement Planning- Tax-Advantaged Wealth Accumulation Strategies- College Planning & Savings- Management between Clients and Product Providers
Feb 2018 - Present
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David Patrick Email & Phone Number
Financial Partner & Director of Business Expansion
at
GFI Global Financial Impact
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Partner & Director of Business Expansion
Location
Irvine, California, United States
Who is David Patrick? Overview
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Quick answer
David Patrick is listed as Financial Partner & Director of Business Expansion at GFI Global Financial Impact, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for David Patrick.
David Patrick previously worked as Financial Services Professional at Gfi Global Financial Impact and Sr. QA/Automation Engineer at Renovate America. David Patrick holds Masters Of Science In Software Engineering, Software Engineering from Cal State Fullerton.
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GFI Global Financial Impact
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Profile bio
About David Patrick
Transitioning from a robust career in software engineering to the financial sector, I've ventured into a new realm where my technical foundation plays a pivotal role. My experience in leading software development projects and a deep understanding of technology application have given me a distinct viewpoint on integrating technological advancements into financial services. This technical acumen has been instrumental in driving forward-thinking strategies in financial literacy and planning.At the core of my transition is a dedication to addressing the critical financial planning gaps encountered by families and small business owners. This includes challenges in retirement, estate planning, and the protection of family income and assets, as well as planning for children's education. My approach integrates cutting-edge technology with comprehensive wealth education, offering customized financial strategies on a global scale. My mission is rooted in democratizing financial knowledge, ensuring families from all walks of life have access to the information and tools necessary to realize their financial and life goals. Drawing upon my technical skills and passion for education, I have been able to make a significant impact on the financial well-being of numerous clients, finding great satisfaction in the positive effects of financial literacy on their lives.
Current workplace
David Patrick's current company
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6 roles · 23 years
David Patrick work experience
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Sr. Qa/Automation Engineer
Develop and maintained test automation frameworks with SpecFlow\Gherkin\C#.Performed Restful Application Program Interface (API) testing with Postman & Visual Studio.Performed agile based testing with Zephyr.Utilized automated and manual testing strategies to guide testing efforts.
Jun 2016 - Jan 2017
Qa Automation Engineer
Developed and maintained test automation framework that increased the testing efficiency with Selenium and C#.Developed custom Jenkins/SVN/NUnit solution for deployed Selenium automation tests.Decreased overall test execution time, while increasing test coverage through automated integration and unit tests.Defined clear automation specifications and.
Sep 2015 - May 2016
Senior Software Qa Engineer
Performed requirements based testing of web applications utilizing Selenium WebDriver, ChromeDriver, FirefoxDriver, and SafariDriver in Microsoft Visual Studio.Developed test scripts for automating Windows applications utilizing AutoIt an open source library. Worked closely with application developers to effectively identify, analyzed, and resolve issues.
Feb 2009 - Sep 2015
Information Technology Manager
Camguard Systems, Inc.
Managed all operations related to Information TechnologyProvided support in the development of a custom wireless router Configured Wireless IP Video Equipment that delivered video over IPEnsured business operations utilized information systems to improve efficiencyProvided server maintenance; including backups, Microsoft SQL and Active directory.
Jun 2007 - Jan 2009
Senior Network Administrator
Managed team of information systems specialist daily operations Performed duties including planning, implementation, supervision and installations of information technology systems Provide weekly, monthly, year-to-date reports for all trouble ticketsPurchased appropriate information technology hardware and software Provided planning guidance in the.
2003 - 2007
~4 yrs
3 education records
David Patrick education
Masters Of Science In Software Engineering, Software Engineering
Bachelor Of Arts (Ba), Organizational Management
Ashford University
Associate Of Arts (Aa), Business Administration
FAQ
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What company does David Patrick work for?
David Patrick works for GFI Global Financial Impact.
What is David Patrick's role at GFI Global Financial Impact?
David Patrick is listed as Financial Partner & Director of Business Expansion at GFI Global Financial Impact.
Where is David Patrick based?
David Patrick is based in Irvine, California, United States while working with GFI Global Financial Impact.
What companies has David Patrick worked for?
David Patrick has worked for Gfi Global Financial Impact, Renovate America, Millennium Health, I3Tech Data Solutions, and Camguard Systems, Inc..
How can I contact David Patrick?
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What schools did David Patrick attend?
David Patrick holds Masters Of Science In Software Engineering, Software Engineering from Cal State Fullerton.
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