Patrick A. Phillips, Mba Email & Phone Number

Oneida, New York

Started with nothing more than a game plan and low expectations. Now, just over a year later my team will generate over $3.5m in sales with a 21% annual growth rate.

Provide over 650 clients with concrete, consistent financial guidance and deliver the advice and tools required to meet their varied financial goals.Review wide array of client-provided information and present in-depth analysis with recommendations appropriately tailored to clients' short and long term objectives.Met regularly with clients to plan and execute personal and business investment strategies that maximize profits and minimize risk.Leverage consultative-sales strengths to… Show more Provide over 650 clients with concrete, consistent financial guidance and deliver the advice and tools required to meet their varied financial goals.Review wide array of client-provided information and present in-depth analysis with recommendations appropriately tailored to clients' short and long term objectives.Met regularly with clients to plan and execute personal and business investment strategies that maximize profits and minimize risk.Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals.Passionate worker, skilled at building high-performing teams as acts as a key participant in the training procedure for new agents during on boarding process.Organize and participate in annual enrollments of insurance benefits for large companies along the east coast (e.g. part of 3 agent team who met with over 2,000 employees of an organization over a two week period achieving an enrollment rate exceeding 35%).. Show less

Supervised pro shop personnel and directed the daily operations of the pro shop. Maintained and controlled inventory, managed tee times, prepared work schedules and assignments for pro shop staff. Developed and maintained positive relationships with other employees, officials, and all members of the club and the visiting general public. Developed supreme communication skills through daily interactions with members and customers, and had a remarkable ability to build strong… Show more Supervised pro shop personnel and directed the daily operations of the pro shop. Maintained and controlled inventory, managed tee times, prepared work schedules and assignments for pro shop staff. Developed and maintained positive relationships with other employees, officials, and all members of the club and the visiting general public. Developed supreme communication skills through daily interactions with members and customers, and had a remarkable ability to build strong relationships with people quickly.Acted as the on-site supervisor across all departments when the Head Golf Professional was absent. Show less

Installed power plants and backup batteries for major telecommunication firms (e.g. Nextel, Verizon) in various regions across the country. Supervised and trained employees in proper installation, maintenance and repair of critical components and systems.Led union crews and managed all facets of multi-million dollar projects from start to finish, all while staying within strict budgets and timelines.

Mba, Business, Economics, Accounting

Master'S Degree; Mba, Business Administration

Bachelor'S Degree, Business Administration; Marketing, Accounting And Economics