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.