Patrick Micklewright

Patrick Micklewright Email and Phone Number

VP of Sales at Fynancial | Empowering Advisors with a Unique Blend of Social Engagement and Traditional Tools to Revolutionize Wealth Management | WealthTech | Problem Solver | Girl Dad | Golf Addict @ Fynancial
Patrick Micklewright's Location
Lexington, Kentucky, United States, United States
Patrick Micklewright's Contact Details

Patrick Micklewright personal email

n/a

Patrick Micklewright phone numbers

About Patrick Micklewright

With a career spanning various industries and roles, I've cultivated a diverse skill set centered around sales leadership and innovation. Currently serving as the Executive VP of Sales at Fynancial, I'm proud to be at the forefront of revolutionizing the wealth management landscape.At Fynancial, we're pioneering the concept of the Social Financial Platform (SFP) tailored for High-Growth RIAs. By seamlessly integrating social engagement features with traditional wealth management tools, we offer a comprehensive solution designed to meet the evolving needs of our clients. Our platform not only provides a holistic view of financial data but also facilitates meaningful client engagement, setting a new standard in the industry.Prior to my current role, I honed my expertise as the Executive VP of Sales at SaaS Partners, where I contributed to scalable solutions across various business functions. My journey in Software Sales began at BombBomb, where I played a pivotal role in leveraging video technology to enhance sales and customer experience. These experiences have equipped me with invaluable insights into software solutions and customer-centric approaches.Before diving into the tech world, I ventured into regulatory compliance solutions at Comdata, where I provided tailored solutions for large fleet operations. My early career at Fridrich, Pinson & Associates Insurance Agency instilled in me the importance of risk management and client relationships.Throughout my career, I've embraced opportunities to learn and adapt, continuously evolving alongside rapidly changing industries. I thrive in environments where innovation drives progress, and I'm passionate about being part of companies that are reshaping the landscape of their respective industries.Let's connect and explore how my blend of sales leadership, innovation, and industry expertise can contribute to your organization's success.

Patrick Micklewright's Current Company Details
Fynancial

Fynancial

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VP of Sales at Fynancial | Empowering Advisors with a Unique Blend of Social Engagement and Traditional Tools to Revolutionize Wealth Management | WealthTech | Problem Solver | Girl Dad | Golf Addict
Patrick Micklewright Work Experience Details
  • Fynancial
    Executive Vp Of Sales
    Fynancial Jan 2024 - Present
    Fynancial is The First Social Financial Platform (SFP) for High-Growth RIAs. Our platform combines social engagement features with traditional wealth management tools. By integrating with your planning and performance providers, Fynancial brings in all of the relevant data that your clients want to see – from account balances to performance metrics and everything in between. A true all-in-one solution for high growth RIA's.
  • Saas Partners
    Executive Vp Of Sales
    Saas Partners Nov 2020 - Feb 2024
    Lexington, Kentucky, Us
    SaaS Partners offers scalable solutions for all aspects of your business.
  • Saas Partners
    Vice President Of Sales
    Saas Partners Nov 2020 - Jan 2022
    Lexington, Kentucky, Us
    Thoroughbred Solutions is a strategic IT solutions provider located in Lexington, KY specializing in Mobile App Development and Enterprise Software.
  • Bombbomb
    Mid Market Account Executive
    Bombbomb Mar 2020 - Nov 2020
    Colorado Springs, Co, Us
    Helping Organizations Accelerate Sales and Improve Customer Experience with Video.
  • Bombbomb
    Senior Smb Account Executive
    Bombbomb Apr 2019 - Mar 2020
    Colorado Springs, Co, Us
    2019 #1 SMB Salesperson of the year
  • Bombbomb
    Inside Sales Representative
    Bombbomb May 2018 - Apr 2019
    Colorado Springs, Co, Us
    Re-Humanizing Email and creating relationships through video.
  • Comdata
    Director Of Strategic Sales - Rcs
    Comdata Feb 2017 - May 2018
    Brentwood, Tn, Us
    I provide a full array of Regulatory Compliance Solutions for large fleet operations across the Southeastern United States. Comdata provides payment and compliance solutions that help fleet operations control costs, stay compliant and operate more efficiently.As one of the largest over-the-road compliance service providers in the U.S. and Canada, we can free up your resources while we take care of the paperwork. Our compliance solutions will:•Automate and simplify your IFTA filings, including mileage logs, fuel transaction matching, calculations and filings.•Simplify permit ordering and allow real-time tracking of Oversize/Overnight and Trip & Fuel permits.•Simplify identification and contracting for pilot cars.•Streamline your 2290 tax filings and deliver IRS e-file watermark copies within 24 hours.•Manage all your licensing and registration needs.
  • Fridrich, Pinson & Associates Insurance Agency
    Risk Management Consultant
    Fridrich, Pinson & Associates Insurance Agency Apr 2015 - Jul 2016
    Nashville, Tennessee, Us
    Fridrich, Pinson & Associates is an Independent Insurance Agency with headquarters in the Green Hills community of Nashville, Tennessee. The agency is located on the second floor of the “Fridrich/Price Building” situated in a new, progressive, suburban business development called “Bedford Commons”.Fridrich, Pinson & Associates serves its customers with the offering of property, casualty, surety, life, health, and disability insurance products. Established in 1957, the agency has affiliations with over 14 company carriers, many of them deeply rooted since the day it opened its doors.FPR employs 15 full time employees along with 5 active insurance producers. The agency is family owned and has been since its inception. They are long standing members of both the Insurors of Tennessee and the Insurors of Nashville. Fridrich, Pinson & Associates is incorporated under the laws of the state of Tennessee under the parent name of “Fridrich & Associates Insurance Agency Inc.” and has licenses to offer insurance products in 34 states across the country.
  • Shelter Insurance Companies
    Agent
    Shelter Insurance Companies Sep 2010 - Apr 2015
    Columbia, Missouri, Us
  • The Active Network
    Customer Service Representative
    The Active Network Jan 2005 - Aug 2010
    Plano, Tx, Us

Patrick Micklewright Skills

Insurance Customer Service Life Insurance Sales Legal Liability Property And Casualty Insurance Cold Calling Account Management Marketing Health Insurance Workers Compensation Commercial Insurance Strategic Planning New Business Development Employee Benefits Customer Retention Direct Sales Leadership Management Marketing Strategy Whole Life Insurance Social Media Sas Team Building Customer Relationship Management Mobile Technology Technology Integration Software As A Service Sales Process Contract Negotiation Sales Management Negotiation Risk Management

Patrick Micklewright Education Details

  • Western Kentucky University
    Western Kentucky University
    Business Administration
  • The National Alliance School For Producer Development
    The National Alliance School For Producer Development
    And Risk Management
  • University Of Missouri Trulaske College Of Business
    University Of Missouri Trulaske College Of Business
    Business Administration
  • Brentwood High School
    Brentwood High School

Frequently Asked Questions about Patrick Micklewright

What company does Patrick Micklewright work for?

Patrick Micklewright works for Fynancial

What is Patrick Micklewright's role at the current company?

Patrick Micklewright's current role is VP of Sales at Fynancial | Empowering Advisors with a Unique Blend of Social Engagement and Traditional Tools to Revolutionize Wealth Management | WealthTech | Problem Solver | Girl Dad | Golf Addict.

What is Patrick Micklewright's email address?

Patrick Micklewright's email address is pa****@****wku.edu

What is Patrick Micklewright's direct phone number?

Patrick Micklewright's direct phone number is +127079*****

What schools did Patrick Micklewright attend?

Patrick Micklewright attended Western Kentucky University, The National Alliance School For Producer Development, University Of Missouri Trulaske College Of Business, Brentwood High School.

What are some of Patrick Micklewright's interests?

Patrick Micklewright has interest in Children.

What skills is Patrick Micklewright known for?

Patrick Micklewright has skills like Insurance, Customer Service, Life Insurance, Sales, Legal Liability, Property And Casualty Insurance, Cold Calling, Account Management, Marketing, Health Insurance, Workers Compensation, Commercial Insurance.

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