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
Location: Greater Chicago Area, United States, United States 10 work roles 4 schools
2 work emails found @assetmark.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email p****@assetmark.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
AssetMark
Role
Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions.
Location
Greater Chicago Area, United States, United States

Who is Patrick Gara, Chfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

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, 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

This section adds company-level context without repeating Patrick Gara, Chfc®'s masked contact details.

*@assetmark.com
74% confidence

AeroLeads found 2 current-domain work email signals for Patrick Gara, Chfc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

AssetMark
Assetmark
Helping independent financial advisors optimize the practice and create efficiencies with outsourced investment strategies and planning solutions.
Website
assetmark.com
AeroLeads page
Company profile
View company profile Email format
10 roles

Patrick Gara, Chfc® work experience

A career timeline built from the work history available for this profile.

Senior Business Development Consultant

Current
Assetmark

Concord, California, US

Jan 2024 - Present

Senior National Sales Consultant

Assetmark

Concord, California, US

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.

Dec 2017 - Jan 2024

Sales Consultant Team Leader

Assetmark

Concord, California, US

Jan 2019 - Jan 2020

Sales Consultant

Assetmark

Concord, California, US

Nov 2016 - Dec 2017

Regional Sales Director

Great-West Financial

Greenwood Village, CO, US

Responsible for field variable annuity sales and retirement planning education for financial advisors in IL.

May 2015 - Sep 2016

Relationship Manager, Private Client Group

Pnc Bank

Pittsburgh, Pennsylvania, US

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

Assetmark

Concord, California, US

  • 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
Jan 2007 - Oct 2014

Internal Wholesaler

Aig

New York, NY, US

  • 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

Ameriprise Financial Services, Inc.

Minneapolis, MN, US

  • 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

Us Army

Arlington, Virginia, US

  • 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 →

RR Robert Reasoner Robert Reasoner Colleague at Assetmark Orinda, California, United States, United States View → DL Diana Luhmann, Sphr, Shrm-Scp Diana Luhmann, Sphr, Shrm-Scp Colleague at Assetmark San Francisco Bay Area, United States, United States View → AH Andrew Hirschler Andrew Hirschler Colleague at Assetmark New York City Metropolitan Area, United States View → TE Thomas E. Ryan Iii Thomas E. Ryan Iii Colleague at Assetmark Fort Lauderdale, Florida, United States, United States View → WC William Cassidy William Cassidy Colleague at Assetmark Lafayette, California, United States, United States View → MS Maggie Salas Maggie Salas Colleague at Assetmark Los Angeles Metropolitan Area, United States View → ZB Zoe Brunson Zoe Brunson Colleague at Assetmark Clayton, California, United States, United States View → TZ Tyler Zollars Tyler Zollars Colleague at Assetmark Toledo, Ohio Metropolitan Area, United States View → DK Darshan Kedambadi Darshan Kedambadi Colleague at Assetmark Concord, California, United States, United States View → AM Andy Mcmorrow Andy Mcmorrow Colleague at Assetmark Cincinnati Metropolitan Area, United States, 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, 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 Robert Reasoner, Diana Luhmann, Sphr, Shrm-Scp, Andrew Hirschler, Thomas E. Ryan Iii, and William Cassidy.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.