Patrick Weber work email
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Patrick Weber personal email
Proven talent for setting goals, developing strategic plans and motivating various constituents ( Client & Colleagues). Proud of a strong work ethic, high moral character and a keen sense to build and grow a profitable sustainable business. Developed extensive experience in a wide variety of high-level financial service capacities nationwide over 40 plus years. Demonstrated ability to identify and build a network of new business sources in distinctly different markets. Strengths include building long-term client relationships, managing departmental staff, corporate clients, private business owners, attorneys, accountants and bankers. successfully owned and operated a consumer specialty retail business that was sold for a profit.
Doggy Divas Rescue
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Partnering With My Wife In All Aspects Of Building An Effective Dog Rescue Organization.Doggy Divas Rescue
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Financial Advisor,Merrill Lynch Wealth Management Oct 2022 - Oct 2024New York, Ny, Us -
Vice PresidentMerrill Lynch Wealth Management Oct 2022 - Oct 2024New York, Ny, UsDirectly recruited by Market Executive & Resident Director to join one of the most profitable offices in Merrill’s Southeastern Division. Hired as a part of the Firm’s Accelerated Grow Program ( AGN ). The AGN program was canceled by Bank of America.● Executive Club award in first year● Developed referral source with residents of The Villages - Florida● Organized internal meetings with Wholesalers in Palm Beach Office
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Senior Vice PresidentCharles Schwab / Td Ameritrade Apr 2014 - Oct 2022
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Senior Vice PresidentCharles Schwab / Td Ameritrade Apr 2014 - Sep 2022Demonstrated an entrepreneurial spirit and a passion for creating a growing practice focused on client’s financial needs. Excelled at building relationships with high net-worth clients by listening and understanding their goals, presenting objective advice and developing solutions that are tailored to the client’s overall situation.● Excelled at developing retirement plans utilizing Money Guide Pro.● Worked with a broad range of clients along the firm’s Solution Continuum from Self Directed as well as those individuals looking to have their financial assets professionally managed.● Consistently closed business by consolidating client assets at TD Ameritrade.● Presented and closed guidance solutions through TD Ameritrade Investment Management (TDAIM), Advisor Direct and Fixed Income.● Responsible for organizing Out-of-Branch seminars with RIA business partners.● Demonstrated a thorough understanding of Work From Home (WFH) attributes during Covid 19 Pandemic.
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Chief Financial Officer / Chief Compliance OfficerState Of Nebraska Department Of Health And Human Services Jun 2015 - Jul 2017DHHS is Nebraska's largest state agency consisting of 6 divisions with 5,700 employees and a total budget of $3.8 billion. DHHS manages over 375 federal programs. Overall fiscally responsibility for departmental expenditures and reporting to various stakeholders including Federal funding sources, State Legislature, Govenor Rickettts and the people of Nebraska. Greatly improved working relationships with Federal partners, State Lawmakers, Agency staff and various other stakeholders both internal and external. Member of the Operational Effectiveness Steering Committee. Instrumental in developing and implementing the Agency's first ever business plan.
Patrick Weber Skills
Patrick Weber Education Details
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Michigan State UniversityCertified Public Accountant -
Michigan State UniversityAccounting & Financial Administration
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Michigan State UniversityBachelor'S Degree
Frequently Asked Questions about Patrick Weber
What company does Patrick Weber work for?
Patrick Weber works for Doggy Divas Rescue
What is Patrick Weber's role at the current company?
Patrick Weber's current role is Financial Advisor, Senior Portfolio Advisor.
What is Patrick Weber's email address?
Patrick Weber's email address is pa****@****ade.com
What schools did Patrick Weber attend?
Patrick Weber attended Michigan State University, Michigan State University, Michigan State University.
What skills is Patrick Weber known for?
Patrick Weber has skills like Due Diligence, Mergers And Acquisitions, Financial Modeling, Management, Corporate Finance, Valuation, Business Valuation, Investment Banking, Customer Service, Investments, Leadership, Private Equity.
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