Senior Business Development Consultant
Current
Jan 2024 - Present
AeroLeads people directory · profile
Patrick Gara, Chfc® Email & Phone Number
Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions.
at
AssetMark
2 work emails found
@assetmark.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions.
Location
Greater Chicago Area, United States
Who is Patrick Gara, Chfc®? Overview
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Quick answer
Patrick Gara, Chfc® is listed as Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions. at AssetMark, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for Patrick Gara, Chfc®.
Patrick Gara, Chfc® previously worked as Senior Business Development Consultant at Assetmark and Senior National Sales Consultant at Assetmark. Patrick Gara, Chfc® holds Bachelor Of Science (B.S.), Business And Finance from University Of Phoenix.
Company email context
Email format at AssetMark
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*@assetmark.com
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Profile bio
About Patrick Gara, Chfc®
Experienced Sales Consultant with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Asset Management, Retirement Planning, Investment Advisory, and Management. Strong sales professional with a Bachelor of Science (B.S.) focused in Business and Finance from University of Phoenix.
Listed skills include Investments, Asset Management, Mutual Funds, Financial Advisory, and 23 others.
Current workplace
Patrick Gara, Chfc®'s current company
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10 roles
Patrick Gara, Chfc® work experience
A career timeline built from the work history available for this profile.
Senior National Sales Consultant
Hybrid internal/external investment and business consultant working with independent and credit union based financial advisors in the Los Angeles and central coast California area. I help advisors add efficiencies to their business, allowing them to spend more time working with their clients and less time managing the day to day investment decisions. This allows them to provide better client support, optimize back office processes, as well as increase their business value.
Dec 2017 - Jan 2024
Sales Consultant Team Leader
Jan 2019 - Jan 2020
Sales Consultant
Nov 2016 - Dec 2017
Regional Sales Director
Responsible for field variable annuity sales and retirement planning education for financial advisors in IL.
May 2015 - Sep 2016
Relationship Manager, Private Client Group
Licensed private banker in a retail environment for a specific group of clients. Certified to have conversations around investments, lending, insurance, estate planning, as in addition to day-to-day banking needs. Managed book of clients consisting of 450 local households, with most falling into mass affluent status.
Nov 2014 - Apr 2015
Regional Consultant
• Coverage of Western Pennsylvania and the Southern Tier of New York, developing many exceptional advisory relationships through phone calls and face to face meetings. • Investment portfolio analysis and investment portfolio case design for financial advisors using a turn-key asset management platform• Education of advisors on multiple investment approaches and how to present to their clients.• Offer skills and ideas to help financial advisors understand how to better manage and grow their advisory business• Cold-calling for new leads• Excels at fostering relationships with prospects to created trusted clients• Initial planning of regional events, including scheduling content and logistics of meetings• Assist with client investment reviews and investment policy committee updates
Jan 2007 - Oct 2014
Internal Wholesaler
• Worked as an internal wholesaler for Variable Annuities to wirehouse firms (Merrill Lynch, UBS, Morgan Stanley, and Smith Barney)• Created New York State Regulation 60 training program for Internal Sales teams, which is still in use today• Cold-calling for new leads• Excel at fostering and growing existing client relationships
Jan 2006 - Jan 2007
Senior Service Associate
• Processing of new policies• New York Regulation 60 expert• Contact outside companies to expedite funding of client policies• Training of proprietary back office systems for new employees
Jan 2004 - Dec 2005
Telephone Switch Technician
• Trained to operate and maintain small and large mobile telephone systems• Worked in the United States Army Pacific (USARPAC) command center operations center• Maintained USARPAC website• Multiple Achievement medals received for services during and after 9/11 attacks• Installation of field telephony equipment in rural/foreign area• Honorable Discharge (Medical)
Jan 1999 - Jan 2002
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts →
AD
Amandeep Dhaliwal
Colleague at AssetmarkFairfield, California, United States
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HL
Haochong Li
Colleague at AssetmarkSan Lorenzo, California, United States
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CS
C. Shane Chareonchump
Colleague at AssetmarkWashington, District Of Columbia, United States
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DB
Dana Burkhardt
Colleague at AssetmarkPhoenix, Arizona, United States
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JP
Jared Poertner
Colleague at AssetmarkGreater Chicago Area, United States
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AD
Anthony Dirito
Colleague at AssetmarkPlymouth, Massachusetts, United States
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SH
Stacie Hyer
Colleague at AssetmarkSan Francisco, California, United States
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AT
Augusta Terrill
Colleague at AssetmarkPhoenix, Arizona, United States
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BR
Ben Rivera
Colleague at AssetmarkFairfield, California, United States
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AP
Aaron Pino
Colleague at AssetmarkAntioch, California, United States
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Amandeep Dhaliwal
Colleague at AssetmarkFairfield, California, United States
View →
HL
Haochong Li
Colleague at AssetmarkSan Lorenzo, California, United States
View →
CS
C. Shane Chareonchump
Colleague at AssetmarkWashington, District Of Columbia, United States
View →
DB
Dana Burkhardt
Colleague at AssetmarkPhoenix, Arizona, United States
View →
JP
Jared Poertner
Colleague at AssetmarkGreater Chicago Area, United States
View →
AD
Anthony Dirito
Colleague at AssetmarkPlymouth, Massachusetts, United States
View →
SH
Stacie Hyer
Colleague at AssetmarkSan Francisco, California, United States
View →
AT
Augusta Terrill
Colleague at AssetmarkPhoenix, Arizona, United States
View →
BR
Ben Rivera
Colleague at AssetmarkFairfield, California, United States
View →
AP
Aaron Pino
Colleague at AssetmarkAntioch, California, United States
View →
4 education records
Patrick Gara, Chfc® education
Bachelor Of Science (B.S.), Business And Finance
University Of Phoenix
Bachelor Of Arts (B.A.), General Business And Finance
Depaul University, College Of Commerce
Telecommunication
Us Army
Education record
Depaul University
FAQ
Frequently asked questions about Patrick Gara, Chfc®
Quick answers generated from the profile data available on this page.
What company does Patrick Gara, Chfc® work for?
Patrick Gara, Chfc® works for AssetMark.
What is Patrick Gara, Chfc®'s role at AssetMark?
Patrick Gara, Chfc® is listed as Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions. at AssetMark.
What is Patrick Gara, Chfc®'s email address?
AeroLeads has found 2 work email signals at @assetmark.com for Patrick Gara, Chfc® at AssetMark.
Where is Patrick Gara, Chfc® based?
Patrick Gara, Chfc® is based in Greater Chicago Area, United States while working with AssetMark.
What companies has Patrick Gara, Chfc® worked for?
Patrick Gara, Chfc® has worked for Assetmark, Great-West Financial, Pnc Bank, Aig, and Ameriprise Financial Services, Inc..
Who are Patrick Gara, Chfc®'s colleagues at AssetMark?
Patrick Gara, Chfc®'s colleagues at AssetMark include Amandeep Dhaliwal, Haochong Li, C. Shane Chareonchump, Dana Burkhardt, and Jared Poertner.
How can I contact Patrick Gara, Chfc®?
You can use AeroLeads to view verified contact signals for Patrick Gara, Chfc® at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Patrick Gara, Chfc® attend?
Patrick Gara, Chfc® holds Bachelor Of Science (B.S.), Business And Finance from University Of Phoenix.
What skills is Patrick Gara, Chfc® known for?
Patrick Gara, Chfc® is listed with skills including Investments, Asset Management, Mutual Funds, Financial Advisory, Asset Allocation, Insurance, Wealth Management, and Retirement Planning.
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