Personal Financial Representative
CurrentLead a team of financial professionals to serve the financial needs of Allstate Exclusive Agents' customers.
Jul 2017 - Present
AeroLeads people directory · profile
Patrick Negado Email & Phone Number
Financial Professional
at
Allstate Financial Services, LLC
1 work email found
@alltel.net
1 phone found area 925
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Professional
Location
San Francisco Bay Area, United States
Who is Patrick Negado? Overview
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Quick answer
Patrick Negado is listed as Financial Professional at Allstate Financial Services, LLC, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at alltel.net, phone signal with area code 925, and a matched LinkedIn profile for Patrick Negado.
Patrick Negado previously worked as Personal Financial Representative at Allstate Financial Services, Llc and President at Tony'S Sons Moving And Storage. Patrick Negado holds Certified Estate & Trust Specialist (Ces) Designee, Estate Planning from Institute Of Business And Finance.
Company email context
Email format at Allstate Financial Services, LLC
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{first_initial}{last}@alltel.net
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AeroLeads found 1 current-domain work email signal for Patrick Negado. Compare company email patterns before reaching out.
Profile bio
About Patrick Negado
v Dynamic professional with proven productivity in financial services with key strengths in building long-term relationships, customer service, and commitment to the highest standards of service to meet client needsv Diverse knowledge and experience in financial services, life insurance, estate succession, and business transition and executive compensation strategiesv Strong leadership and management qualifications combined with outstanding communication, interpersonal, and team building skillsv Dynamic public speaker with strengths in training at all levels as well as team motivation
Listed skills include Life Insurance, Insurance, Leadership, Retirement Planning, and 20 others.
Current workplace
Patrick Negado's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 23 years
Patrick Negado work experience
A career timeline built from the work history available for this profile.
President
Tony'S Sons Moving And Storage
Feb 2022 - Sep 2023
Sales Manager
Penn Mutual
Feb 2017 - Jun 2017
Registered Representative/Senior Marketing Director
Jan 2014 - Oct 2015
Regional Sales Director
Responsible for highest producing region in the company Took over the region and increased production by 35% Provided high-level sales training to life insurance agents Provided high-level case design for agents Coordinated event planning for team conventions of up to 10,000 attendees
Jul 2013 - Jan 2014
Financial Professional
Among top 25 out of 117 financial representatives in the state of California Among top 218 out of 1210 financial representatives in the country Provided life insurance and investment services to clients of Allstate Exclusive Agents Worked with the 6 largest Allstate agencies in the East Bay Area
Feb 2011 - Jul 2013
Sales Vice President
Highland Capital Brokerage, Inc.
118.48% of 2009 plan revenueQualified for reward trip at Pelican Hill Resort, Newport Beach, CA 2009Provided advanced marketing solutions, sales training, and point-of-sale support to financial advisors on such topics as, executive compensation, premium financing, and estate planning strategiesRecruited, established, and maintained relationships with insurance brokers, financial advisors, and institutional accountsWorked with institutional accounts, such as: Wells Fargo; US Bank; UBS; First Bank; among others.
Mar 2009 - Feb 2011
Sales Manager
Grew a non-performing portfolio in 2006 with no revenue to $2,500,000 in premiums in 2008President’s Club Qualifier in 2008
Aug 2006 - Jan 2009
President
v Consistently outperformed the Dow Jones Industrial Average (DJIA) and Standard & Poor’s 500 Index (S&P 500)v Responsible for day-to-day operations including client service, client development, and maintaining corporate booksv Provided investment advisory services and financial planning to individuals and businesses with net worth ranging from <$100,000 to $30,000,000v Collaborated as a team with CPAs and attorneys to provide solutions for high net-worth clients on estate and business tax issues
Jun 2003 - Dec 2006
Account Manager
Selectquote
v Consistently exceeded sales goals by 20% to 30% v Responded to internet leads and referrals from financial advisers, with a case load of 150+ new clients per month
2004 - 2006
~2 yrs
Account Manager
Selectquote
2004 - 2006
~2 yrs
1 education record
Patrick Negado education
-
Institute Of Business And Finance
FAQ
Frequently asked questions about Patrick Negado
Quick answers generated from the profile data available on this page.
What company does Patrick Negado work for?
Patrick Negado works for Allstate Financial Services, LLC.
What is Patrick Negado's role at Allstate Financial Services, LLC?
Patrick Negado is listed as Financial Professional at Allstate Financial Services, LLC.
What is Patrick Negado's email address?
AeroLeads has found 1 work email signal at @alltel.net for Patrick Negado at Allstate Financial Services, LLC.
What is Patrick Negado's phone number?
AeroLeads has found 1 phone signal(s) with area code 925 for Patrick Negado at Allstate Financial Services, LLC.
Where is Patrick Negado based?
Patrick Negado is based in San Francisco Bay Area, United States while working with Allstate Financial Services, LLC.
What companies has Patrick Negado worked for?
Patrick Negado has worked for Allstate Financial Services, Llc, Tony'S Sons Moving And Storage, Penn Mutual, Transamerica Financial Advisors, Inc., and Transamerica.
How can I contact Patrick Negado?
You can use AeroLeads to view verified contact signals for Patrick Negado at Allstate Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick Negado attend?
Patrick Negado holds Certified Estate & Trust Specialist (Ces) Designee, Estate Planning from Institute Of Business And Finance.
What skills is Patrick Negado known for?
Patrick Negado is listed with skills including Life Insurance, Insurance, Leadership, Retirement Planning, Fixed Annuities, Investments, Sales Management, and Retirement.
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