Patrick Kernen Email & Phone Number

Scottsdale, AZ, US

Responsible for leading project planning, execution, and client management to deliver strategic initiatives and actionable insights to clients while mentoring junior team members and fostering a collaborative environment

Accountable for analyzing complex business problems, developing strategic solutions, and managing client relationships to deliver high-impact outcomes.

Accountable for data collection and analysis, presentation preparation, and providing critical support in delivering high-quality insights and recommendations to drive client success.

Phoenix, Arizona Area

Responsible for gathering and analyzing business requirements, developing solutions, documenting processes, and ensuring compliance to enhance organizational efficiency and effectiveness.

Washington D.C. Metro Area

* Performed a cost benefit analysis on the United States Citizenship and Immigration Services’ $1 billion digitization effort and provided strategic recommendations based off of data analysis and financial modeling. * Conducted market research, specifically competitive intelligence, for the Board of Trustees to assess the company’s capabilities and.

Cincinnati, OH

• Led, motivated and developed over 60 student athletes to enhance both their lacrosse skills and intelligence.
• Developed strategies and designed plays that utilized players’ strengths in order to maximize the team’s potential.
• Maintained accurate statistics and compiled players’ performances during off-season workouts, practice sessions and games.

Tempe, Arizona

• Analyzed, validated and invoiced over $4 million to Iridium customers each month.
• Generated and prepared monthly settlements, GL accruals and reconciliations using both Microsoft Access and Excel.
• Created and examined monthly billing cycle metrics to confirm proper rates are charged for the use of Iridium products and services.

Cincinnati Area

• Conducted a periodic review for a Fortune 500 client to determine their 2012 1st quarter performance to determine how the bank could better fulfill their needs.
• Created a sales presentation regarding PNC’s background and capabilities that was used to build a relationship with a private equity firm.
• Researched and prospected potential clients to assist relationship managers in the corporate banking department.

• Created a presentation for a retirement education session to over 400 Western & Southern employees regarding their pension plan and benefits.
• Researched and prospected companies and individuals in order to assist Wealth Management Advisors in their process of acquiring new clients.
• Implemented the Fifth Third Private Bank “Bring 5” campaign to generate more clientele for the bank.

Houston, TX

• Processed and stored over $2 million worth of materials requisitions for the WB57 project and ensured proper allocation of funds to the project.
• Assisted with planning and budgeting of the WB57 High Altitude Research project.
• Organized and conducted a tour of Ellington Field for over sixty Johnson Space Center interns to provide them with more knowledge of NASA aircrafts and facilities.

• Reported weekly customer statements to track past due payments.
• Created MSO’s expense report for the 2011 Operations Plan.
• Prepared quarterly and monthly account reconciliations and corrected journal entries as needed.

Implemented the LEAN program to improve the quality and productivity in Fidelity's Operations and Services Group.DVP/RVP review to assist advisors set up accounts for their clients.Attended conferences at Fidelity Investments Cincinnati Investor Center, Operations and Services Group and over the phone meetings with employees in various other.

Red Cross CPR and Water Skills certifiedProvided a clean and safe environment for both patrons and other employees

Bachelor Of Business Administration, Finance

Activities and Societies: University of Cincinnati Lacrosse Club, Finance Club - Treasury Committee, Student Member of the Ohio Society of.

Education record