Patrick Ibarra Email & Phone Number

San Antonio, Texas, Us

San Antonio, Texas, Us

San Antonio, Texas, Us

My culture is client and service driven. We have the opportunity to do what we do because our clients have a need. We add value to the customer, and that's very rewarding. I am independent and have ownership in what I do, and I like that.The most rewarding aspect of this job is to be able to work with our clients and provide long-term financial peace of mind. We're in tune with their long-term goals and their risk level. It's a big-picture approach. It's the process of getting in there and coming up with a solution that's tailored to their needs. I do a very good job of explaining things in a way the client can understand.Good analytical skills and being detail-oriented are important. The environment is always changing, and we continue to learn, but my philosophy doesn't change. It's the foundation of everything I do. We are most successful when we put service above other things. It's all about the client. That's a big part of the culture here.

San Antonio, Texas, Us

New York, Ny, Us

Provided financial education and wealth management services through financial professionals to meet the retirement needs of those who build and serve our communities; educators and staff in our public schools, colleges, and universities; hospitals and municipal works; and nonprofit employees.Underwent a special certification program, which is part of the RBG's efforts to make sure that both employers and employees work with individuals who are knowledgeable in the appropriate rules and regulations governing the 403(b) and 457(b) marketplace. As an advisor I developed ongoing financial planning relationships with clients that are focused on helping clients achieve their financial goals. To do this, I focused on six key activities:1. Generating leads through contacting personal networks, generating referrals, attending local seminars and trade shows, creating workplace partnerships, advertising, joining networking groups and utilizing web based marketing venues2. Scheduling meetings with clients and prospects3. Conducting meetings with clients/potential clients4. Analyzing data5. Proposing strategies and potential solutions6. Providing ongoing client service to help clients stay on track of their financial goals

Ponzano Veneto, Treviso, It

Responsible for the day-to-day operations of a retail store and oversees salespeople, customer service representatives and other employees. Interview, hire and train new employees. Also prepared schedules and assign duties for current employees as well as handle customer complaints. Dealt directly with customers either by telephone, electronically or face to face. As well as maintain customer databases. Obtain and evaluate all relevant information to handle product and service inquiries

Dealt directly with customers either by telephone, electronically or face to face. Obtain and evaluate all relevant information to handle product and service inquiries. Process orders, forms, applications and requests. direct requests and unresolved issues to the designated resource.

Paris, Ile-De-France, Fr

Worked with store management in opening, closing and operating the retail location. Assisted with maintaining store appearance, back room, restrooms and individual work areas. As well as Greeting customers in a professional, friendly and timely manner, including answering phones and directing customer inquiries

Bachelor Of Business, Finance, General

Certified Digital Marketing Professional, Marketing

Education record

Bachelor Of Business Administration - Bba