Patrick Keesey Email & Phone Number

Folsom, California, United States

• Responsible for analyzing and applying proper management fees for thousands of accounts
• Assist with integration of new mergers and acquisitions to ensure smooth transition
• Work with various departments to make data accurate and organized
• Work closely with financial advisors to adjust management fees to clients’ needs

Folsom, California, United States

• Use Salesforce CRM to manage daily tasks and relevant client data
• Work closely with various Financial Advisors to assist with client paperwork and satisfaction
• Process various sensitive financial transactions from client’s retirement and personal accounts
• Collaborate with Financial Advisors to manage scheduling and client reviews
• Compiles Excel spreadsheets with relevant client information for Advisory and Client Service use

Folsom, California, United States

• Participated in various sales and promotions including numerous membership upgrades.
• Balanced 30+ hours a week while being a full-time student at Chico State
• Established strong communication skills and provide exceptional customer service

Chico, California, United States

• Assisted in training new hires in proper workplace practices and safety procedures
• Facilitated a clean and safe working environment for coworkers and customers alike
• Developed ability to perform in a fast-paced work environment with a requirement to multitask

Turlock, California, United States

• Assisted in the Materials management and purchasing department.
• Developed requests for proposals, purchase orders, and maintained contract renewals.
• Collaborated closely with Project managers, clients, and prospective bidders in order to meet deadlines
• Assisted in job walks detailing project parameters and deliverables to potential bidders
• Responsible for leading projects with strict deadlines and budgets.