Patrick Lowry Email & Phone Number

As an Independent Financial Broker, I’m focused on you and your needs, goals, and objectives. My goal is to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting the things that are most valuable to you, and helping entrepreneurs reach their dreams. I operate as a Broker, through a platform, Global Financial Impact (GFI) of A-rated companies, giving me access to 25+ financial Institutions within the Fortune 500 companies. I'm partnered with Sequoia Capital, the largest venture capital firm in the business.Our financial firm is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families from all walks of life.Our firm is always expanding and we are looking for professionals who are interested in a career in the financial services industry with emphasis in distribution, building and owning your platform in conjunction with leadership development. We work with the top financial services companies in the industry and have the opportunity to provide our clients with the best products for their goals and needs. The opportunity to grow within our firm is endless.To learn more about how you can prepare for your future, start by contacting me today. I develop agents and advisors to become better leaders and professionals to aid their business owners and clients. The value we bring allows others to gain the proper knowledge and set up their financial futures through tax advantages and all avenues of wealth in the finance sector.I'm also a proven and experienced Information Technology Services Delivery/User Support Manager for a growing and profitable MSP in Milpitas, CA, managing a Team in California and Asia. Recent experience as a Senior IT Manager for a Global Security Company managing a Team of 50+ across the United States, Canada, and the Philippines. SMC (Scrum Master) certified, ITIL and ITSM foundation. Experience as an IT Manager for a $10 billion Credit Union. Supported 750+ users in a remote environment and on site with a team of 6. Vice President and charter co-sponsor of Change Advisory Board. Expert knowledge of Jack Henry/Symitar/Epysis and integrated solutions from an Administrative and application level.

Listed skills include Customer Service, Banking, Microsoft Office, Team Building, and 15 others.

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  Texas State University

  History