Patrick Cortese Email & Phone Number

Minneapolis, Mn, Us

Insurance Specialty Group

Minneapolis, Mn, Us

Minneapolis, Mn, Us

Responsible for managing and growing large institutional relationships within U.S. Bank's IT&C Division. 1 of 5 individuals selected to facilitate the launch of the Insurance Specialty Group (ISG) within IT&C, which is a strategic initiative focused nationwide in order to expand our new and existing insurance relationships.

Roseland, New Jersey, Us

My job functions include:-Wholesaling our 401k product to financial advisors (RR or FA) and registered investment advisors (RIA). I cover both wire house and independent channels. This includes promoting the use of our product with their current clients, helping them determine suitability and building strategies to expand their books of business.-Collaborating with a team of payroll sales professionals to sell joint business. This primarily involves working from a referral basis and maximizing opportunity by keeping my reps up to date with changes and prospecting strategies.-Direct prospecting in my geographic territory to uncover self generated opportunities. The interfacing is typically with current payroll clients of ADP.

Oaks, Pa, Us

- Managed a territory in conjunction with Regional Director, Relationship Manager, and Managing Director to oversee about $2.2 billion in assets under management and over 200 active relationships with independent investment, financial and wealth advisors.- Conducted and delivered investment analyses on the basis of asset allocation, sector and industry exposure, and holdings detail instrumental to the restructuring of high net worth client portfolios.- Worked closely with advisors in constructing diversified Mutual Fund and Separately Managed Account (SMA) investment proposals and implementations for individual investors and institutions.- Cultivated new and strengthen existing client relationships by assisting in all parts of the value chain, from the individual investor, to advisor intermediary, to final implementation by leading global institutional money managers.- Designed and improved both new and current client-specific marketing materials to aid in selling process and individual practice growth and management.- Formulated strategic territory sales plan with Regional Director, Relationship Manager and Managing Director and maintain individual sales agendas on a one-to-one as well as one-to-many basis with financial advisors.- Influenced and motivated new hires as part of the Associates Mentorship Program.

Social Impact Inc is a 501(c)(3) nonprofit organization dedicated to bettering the lives of children in the Greater Philadelphia Area. Each year, Social Impact chooses a youth charity/nonprofit to sponsor, then plans and hosts events to raise funds for that particular organization. At the end of the calendar year Social Impact donates all money raised to the selected charity. For more information, please visit www.socialimpactinc.org.

Valley Forge, Pa, Us

Field calls from current and potential clients to answer questions on a range of financial topics and help clients find the right Vanguard investments to meet their financial goals. Series 6 and 63

Primary focus was on constituent relations, which includes: fielding calls regarding local issues and concerns as well as composing congressional letters to agencies, government officials and other professionals.

Master Of Business Administration (M.B.A.), Finance And Marketing

Bachelor Of Arts, Philosophy