Patrick Harrison Email & Phone Number

Tacoma, Wa

Building lasting relationships with individuals and families to help them achieve their financial, retirement, investment and estate goals. Full service brokerage platform to fill any need a client could have.I like to begin with your specific goals and wishes are. Education is imperative; helping you understand all of your options to achieve your goals, and how different investment options can help and effect the journey to your goals is where I like to start. This is meant to be a lasting partnership and collaboration as we continue to work together. Transactional business is not my goal, an ongoing relationship is important to achieving your goals and helping you navigate through life's different stages and obstacles to continue you on your path to financial success.

Portland, Oregon Area

Position where I am working with the proprietor on building a network of distributors/conduits for the sales of our products. Reaching out to several businesses, large and small, and building relationships with them to be our conduit to consumers and other businesses. This is a startup company that recently launched, but will be in full force in the coming months once manufacturing of the products is complete. Projecting sales, income, accounts receivable to adequately and accurately as possible plan for the future. This enables to plan for production, expansion, and adding employees when possible.

Portland, Oregon Area

Relationship Management position where we provide thorough financial planning (banking, insurance, investments, retirement, lending, charitable giving, trusts) to help our clientele achieve financial freedom and success. The clientele I work with and specialize in have a minimum balance of $250k in liquid assets, up through $2 million. Earning all of their business is the goal, and maintaining a strong, close personal relationship in conjunction with the professional relationship leads to better service, client experience and success for all involved.

Portland, Oregon Area

Financial Advisory position; first and foremost is taking care of the client with a personal relationship and help them achieve financial goals. I head a team of financial experts to cover investments, retirements, banking, lending, liabilities, insurance, and tax efficient transfer of wealth. Minimum qualifications to be considered a potential client are $250k in liquid assets, most of our clientele are net millionaires.

Portland, Oregon Area

Manager position where I am responsible for outbound and walk in sales. Analyze daily reports and projections of conducted sales, their relation to the set goals of the branch, and how to achieve above and beyond those goals. After years of successful banker experience, I coach the bankers and tellers to better assess financial needs of customers to earn more business for the bank. Also still operating as investment consultant to assess retirement needs and long-term goals of clients.

Enhanced Licensed Banker; Banker position in which I am setting up several different accounts for customers, such as CD's, deposit accounts, credit products, mutual funds, qualified and non-qualified retirement accounts. Licensed to sell stocks, bonds, annuities, mutual funds, and insurance. I help walk-in customers as well outside promotion of the bank and its services.

Finance, Investments, Accounting

Activities and Societies: University of Portland Financial Management Investment Association (UPFMIA); Pi Tau Sigma

2005 Bachelor, Business Administration; Finance

2005 Bachelor, Business Administration; Finance

Education record