Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Patrick Kramer, Mba is listed as Financial Planner and Adviser at Barnum Financial Group, a company with 504 employees, based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Patrick Kramer, Mba.
Patrick Kramer, Mba previously worked as Managing Director at Massmutual and Manager, Financial Services at The Prudential Insurance Company of America at Prudential Financial. Patrick Kramer, Mba holds Master Of Business Administration (M.B.A.), Business from University Of Maryland - Robert H. Smith School Of Business.
This section adds company-level context without repeating Patrick Kramer, Mba's masked contact details.
Review company-level records connected to Patrick Kramer, Mba before choosing the right outreach path.
Engage and serve the local community through building relationships and promoting financial wellness here in the Lowcountry.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Charleston, South Carolina, United States
I am committed to my philosophy that everyone deserves access to high quality, sound financial advice and guidance. I deliver on this commitment utilizing a unique consultative process that leverages the very best in financial education, behavioral finance, financial planning, and best in class financial solutions. My 20+ years of industry experience.
Charleston, South Carolina
The opportunity is great and the culture here is fantastic. Looking forward to building on that and expanding our presence in the community. Please reach out to me if you are interested in learning more. I am excited to share my vision and grow the organization.
Nationally
Partnered with the branch manager to direct sales operations for the region with $6.34B of assets under management. Maintained accountability for wholesale sales, practice management, and client development. Facilitated sales meetings and identified areas for improvement in performance and client services. Established and managed practice management.
Nationally
Spearheaded learning and training through expert facilitation, professional development, content development, and curriculum implementation initiatives for two of Fidelity's largest markets. Coached the team on the entire suite of products and services, which encompassed integrating the products and services into the framework of practice management and.
Park Avenue, New York NY
Generated revenue by profiling, positioning, and selling the entire suite of Fidelity's products and services. Facilitated educational sales seminars for mass affluent and high net worth clients and prospects. Integrated Portfolio Review and Retirement Income Planner software into the sales process.
Summit, NJ
Provided leadership and oversight to all trading activity for 28 brokers in the central New Jersey region. Established training and development materials to enhance team performance. Formulated competitive analyses, identified risk exposure, and mitigated risk levels.
Other employees you can reach at barnumfinancialgroup.com. View company contacts for 504 employees →
Jennifer Miller
Colleague at Barnum Financial Group
New London County, Connecticut, United States, United States
View →
NR
Nicole Romano
Colleague at Barnum Financial Group
Milford, Connecticut, United States, United States
View →
VG
Victor Garra
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
View →
KC
Kayla Campbell
Colleague at Barnum Financial Group
Pawtucket, Rhode Island, United States, United States
View →
JF
John F. Pearson
Colleague at Barnum Financial Group
Stamford, Connecticut, United States, United States
View →
BA
Brian Anderson, Cfp®
Colleague at Barnum Financial Group
Mount Pleasant, South Carolina, United States, United States
View →
HM
Hideki Morales
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
View →
AM
Allison Mislow
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
View →
AS
Adam Seltzer
Colleague at Barnum Financial Group
New York City Metropolitan Area, United States
View →
CM
Christopher Milardo
Colleague at Barnum Financial Group
Feeding Hills, Massachusetts, United States, United States
View →
Graduated top full time program in Spring 2018
Activities and Societies: Sigma Phi Epsilon
Quick answers generated from the profile data available on this page.
Patrick Kramer, Mba works for Barnum Financial Group.
Patrick Kramer, Mba is listed as Financial Planner and Adviser at Barnum Financial Group.
Patrick Kramer, Mba is based in Charleston, South Carolina Metropolitan Area, United States while working with Barnum Financial Group.
Patrick Kramer, Mba has worked for Barnum Financial Group, Massmutual, Prudential Financial, Fisher Investments, and Fidelity Investments.
Patrick Kramer, Mba's colleagues at Barnum Financial Group include Jennifer Miller, Nicole Romano, Victor Garra, Kayla Campbell, and John F. Pearson.
You can use AeroLeads to view verified contact signals for Patrick Kramer, Mba at Barnum Financial Group, including work email, phone, and LinkedIn data when available.
Patrick Kramer, Mba holds Master Of Business Administration (M.B.A.), Business from University Of Maryland - Robert H. Smith School Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts