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Patrick Forde Email & Phone Number
Regional Vice President - RIA Channel
at
Transamerica
1 work email found
@gs.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Vice President - RIA Channel
Location
Denver, Colorado, United States
Company size
Who is Patrick Forde? Overview
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Quick answer
Patrick Forde is listed as Regional Vice President - RIA Channel at Transamerica, a with 15388 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at gs.com and a matched LinkedIn profile for Patrick Forde.
Patrick Forde previously worked as Regional Vice President - RIA at Transamerica and Vice President, RIA Custody Sales, Goldman Sachs Advisor Solutions at Goldman Sachs. Patrick Forde studied at University Of Massachusetts.
Company email context
Email format at Transamerica
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{first}.{last}@gs.com
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Profile bio
About Patrick Forde
Accomplished business development officer with a solid track record of success in delivering products and services to financial advisors that lead to exceptional sales growth. Skilled in building strong teams and collaborating with internal and external partners to consistently meet sales goals and objectives. Successfully align products to financial advisors’ and clients’ needs through meetings, group presentations, and webinars.
Listed skills include Financial Services, Strategic Planning, Presentation Skills, Regional Territory Management, and 6 others.
Current workplace
Patrick Forde's current company
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Transamerica
9 roles
Patrick Forde work experience
A career timeline built from the work history available for this profile.
Regional Vice President - Ria
Current
Oct 2024 - Present
Vice President, Ria Custody Sales, Goldman Sachs Advisor Solutions
Western sales team responsbile for business development of custody and clearing solutions for RIA's and advisors seeking independence.
May 2020 - Apr 2024
Vice President Financial Services
Acquired by Goldman Sachs. Central sales team responsbile for business development of custody and clearing solutions for RIA's and advisors seeking independence.
Dec 2018 - May 2020
Regional Director, Vice President
Directed southwest territory comprised of AZ, NV, NM, OK, AR, and LA. Led 25% growth rate of assets annually, as well as a 30% increase converting advisors to platform. Managed and cultivated 1,300 client relationships through training and consulting. Delivered software and investment product solutions to financial advisors in RIA, insurance broker/dealer, independent broker/dealer, and bank channels. Drove sales through cross-selling, upselling, presentation delivery, sales initiatives, and relationship management strategies. Created sales strategies and presentations that met specific advisors’ business needs and profiles. Coached advisors on practice management solutions through in person meetings, group presentations, and webinars.
Jan 2013 - May 2018
Senior Regional Consultant
Led sales growth for Southwest region comprised of TX, LA, OK, AR, NM, and NV. Coordinated day to day service between the advisor’s practice and Envestnet. Developed and managed 700+ financial advisor relationships. Grew financial advisor accounts year over year. Trained advisors on software, recommended products, consulted on sales processes, and generated proposals to close business. Introduced product positioning to end clients and financial advisors through webinar or phone call.
Jun 2005 - Dec 2012
Junior Investment Analyst
Provided due diligence on investment managers represented on the platform’s approved list, including quarterly write-ups, annual on-site visits, and analysis for inclusion or deletion. Produced marketing materials for advisors and investors to evaluate investment products. Collected performance and benchmark data for the Investment Management department.
Mar 2002 - May 2005
Senior Performance Analyst
Nov 2000 - Feb 2002
Jan 1996 - Sep 2000
Team & coworkers
Colleagues at Transamerica
Other employees you can reach at transamerica.com. View company contacts for 15388 employees →
CA
Charles Ayonghe
Colleague at TransamericaSt Paul, Minnesota, United States
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SD
Sage Dolash-Hauser
Colleague at TransamericaIowa City, Iowa, United States
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AB
Andrzej Blacharski
Colleague at TransamericaMount Vernon, Iowa, United States
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JC
Jacob Cary
Colleague at TransamericaLittle Rock, Arkansas, United States
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MC
Marcie Carvalho
Colleague at TransamericaGolden, Colorado, United States
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SW
Sang W Jeun
Colleague at TransamericaFullerton, California, United States
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RO
Ryan Oney
Colleague at TransamericaOlive Hill, Kentucky, United States
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TT
Terra Thein
Colleague at TransamericaWest Branch, Iowa, United States
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HM
Heather Mcclaine
Colleague at TransamericaDenver Metropolitan Area, United States
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AM
Annamaria Malveaux
Colleague at TransamericaCharlotte, North Carolina, United States
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Charles Ayonghe
Colleague at TransamericaSt Paul, Minnesota, United States
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SD
Sage Dolash-Hauser
Colleague at TransamericaIowa City, Iowa, United States
View →
AB
Andrzej Blacharski
Colleague at TransamericaMount Vernon, Iowa, United States
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JC
Jacob Cary
Colleague at TransamericaLittle Rock, Arkansas, United States
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MC
Marcie Carvalho
Colleague at TransamericaGolden, Colorado, United States
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SW
Sang W Jeun
Colleague at TransamericaFullerton, California, United States
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RO
Ryan Oney
Colleague at TransamericaOlive Hill, Kentucky, United States
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TT
Terra Thein
Colleague at TransamericaWest Branch, Iowa, United States
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HM
Heather Mcclaine
Colleague at TransamericaDenver Metropolitan Area, United States
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AM
Annamaria Malveaux
Colleague at TransamericaCharlotte, North Carolina, United States
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1 education record
Patrick Forde education
-
University Of Massachusetts
FAQ
Frequently asked questions about Patrick Forde
Quick answers generated from the profile data available on this page.
What company does Patrick Forde work for?
Patrick Forde works for Transamerica.
What is Patrick Forde's role at Transamerica?
Patrick Forde is listed as Regional Vice President - RIA Channel at Transamerica.
What is Patrick Forde's email address?
AeroLeads has found 1 work email signal at @gs.com for Patrick Forde at Transamerica.
Where is Patrick Forde based?
Patrick Forde is based in Denver, Colorado, United States while working with Transamerica.
What companies has Patrick Forde worked for?
Patrick Forde has worked for Transamerica, Goldman Sachs, Folio Institutional, Envestnet, Inc, and State Street.
Who are Patrick Forde's colleagues at Transamerica?
Patrick Forde's colleagues at Transamerica include Charles Ayonghe, Sage Dolash-Hauser, Andrzej Blacharski, Jacob Cary, and Marcie Carvalho.
How can I contact Patrick Forde?
You can use AeroLeads to view verified contact signals for Patrick Forde at Transamerica, including work email, phone, and LinkedIn data when available.
What schools did Patrick Forde attend?
Patrick Forde studied at University Of Massachusetts.
What skills is Patrick Forde known for?
Patrick Forde is listed with skills including Financial Services, Strategic Planning, Presentation Skills, Regional Territory Management, Consultative Sales And Services, Team Leadership, Relationship Building, and Prospecting And Closing.
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