Patrick Martelli Email & Phone Number

Texas, United States

Effingham, Il, Us

Effingham, Il, Us

As a Real Estate Manager at Heartland Dental, I led the effort to source and secure new dental office locations nationwide, with a particular focus on the Carolinas and the Dallas-Fort Worth (DFW) area. I managed the initial phases of the DeNovo lifecycle, including market tours, site selection, and negotiating sale or lease agreements. By effectively leveraging and coordinating a broad network of commercial real estate brokers, I played a key role in advancing the company’s growth objectives. With Heartland Dental’s rapid expansion, my focus on identifying and acquiring high-quality real estate was essential to supporting its ongoing success.

Effingham, Il, Us

Austin, Tx, Us

Dimensional Fund Advisors conducts the industry's largest end-client study, collecting anonymous feedback from over 14,000 clients of financial advisors who use Dimensional's financial products. This comprehensive study provides valuable insights through analyses such as demographic trends, Net Promoter Scores (NPS), and detailed response patterns.Financial advisors rely on Dimensional for critical insights into their clients' preferences and behaviors. Our goal was to uncover actionable insights from the data to help advisors improve and elevate their client experience.

Effingham, Illinois, Us

As a Sales Analyst Intern at Joint Active Systems, I collected sales data from representatives and performed evaluations to forecast future sales trends. My responsibilities included analyzing individual product performance, identifying territorial sales patterns and correlations, and delivering detailed reports to the Sales Manager for further insights.During the internship, I had the opportunity to collaborate closely with Sales Managers and the President of JAS. This experience provided valuable insight into how sales data informs business strategy and reinforced the critical role of accurate data analysis in driving effective decision-making.

Effingham, Il, Us

At Midland States Bank, I managed a range of accounting responsibilities, including month-end book closings and preparing daily debit and credit entries. My primary focus was loan accounting, where I contributed to developing loan revenue models. These models were critical for the bank in addressing underperforming loans. Additionally, I supported the tracking of restructured loan repayments to ensure they remained in good standing.As part of my internship program, I had the unique opportunity to serve as the acting Controller for Heartland Preferred Mortgage, LLC, a Midland States Bank joint venture.I also gained valuable experience by conducting due diligence for several acquisitions undertaken by the bank.

Master Of Business Administration - Mba

Bachelor'S Degree, Business Administration- Management