Debra Patterson Email and Phone Number
Debra Patterson work email
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Debra Patterson personal email
I believe the events in our past are defining moments that either "make us" or "break us." The outcome is our CHOICE. It is my choice to learn from adversity, and I seek relationships with people whose personal story has made them better. Everyone has a story, and I am captivated with each one. My Story is the foundation of all that I am or ever will be.I work with a team of Financial Advisors, providing financial strategies for families, entrepreneurs and professionals. Our process begins with fact-finding and ends with proposed solutions for the following needs:
Summit Advisory Group
View- Website:
- sumadv.com
- Employees:
- 17
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Financial AdvisorSummit Advisory Group Oct 2017 - PresentWinston Salem, NcDebra Patterson is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 5925 Carnegie Blvd., Suite 300, Charlotte, NC, 28299. (704)554-6404. Summit Advisory Group and all other persons and entities are independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. An “endorsement” of Debra is not a referral of her for investment advisory services and may not reflect others’ views or experience.Debra is licensed to sell securities in NC and SC. She is also insurance-licensed in NC, SC, VA, and ME. TC84292(0816)p
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Managing DirectorSummit Advisory Group Feb 2015 - Oct 2017Winston Salem, North CarolinaSales of Life Insurance, Annuities, Disability Insurance, Long Term Care Insurance, and Investments; Recruiting and Developing Career Agents -
District ManagerWestern & Southern Financial Group Oct 2010 - Feb 2015High Point, Nc -
Managing DirectorPrudential Financial Jan 2007 - Aug 2009Responsible for: strategic leadership of a District Sales Agency, covering eastern Missouri and western Illinois. Duties included but were not limited to: recruiting, developing, and retaining a diverse group of Sales Managers and Financial Advisors; direct supervision of compliance and regulatory processes, resulting in occasional disciplinary action; improvement of product sales and marketing through annual agency plan implementation and oversight; district budgeting through the use of cost-efficient efforts; developing sales and marketing plans that supported organizational goals; creating and articulating a compelling business vision for all managers and advisors by conducting semi-annual and annual reviews as well as one-on-one coaching and specialized training and development. -
Vice President Of Product Development & Marketing CommunicationsRbc Liberty Insurance Jan 2000 - Jan 2004Greenville, South Carolina AreaVice-President of Marketing & CommunicationsResponsible for: research and development of new and innovative products designed to maximize profitability within targeted market segments; working with Group Risk Management to ensure all products were within risk management guidelines; developing and implementing a business plan for revising current products, adding third-party products, and developing new products to improve competitive positioning and increase revenue; creating and maintaining market share through establishment and maintenance of cohesive U.S. branding strategy; responsible for third-party partnerships and effective acquisition integration; oversight of all marketing activities, including development of advertising, collateral, e-marketing, and public relations; managing a $2.5M annual budget, consistently meeting objectives while remaining at or under budget; conducting market research to determine the viability of new insurance products and to guarantee the proper positioning and pricing of existing insurance products.Accomplishments:Introduced ExpressTERM, a Smoker's Term Life Insurance product that gained national recognition and continues to be of the top 5 term insurance products sold online.Developed and implemented the first integrated Marketing Communications Plan for all U.S. holdings of RBC Insurance.
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National Director Of Strategic InitiativesPrudential Insurance & Financial Services Jan 1992 - Jan 2000
Debra Patterson Skills
Debra Patterson Education Details
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Finance/Mathematics
Frequently Asked Questions about Debra Patterson
What company does Debra Patterson work for?
Debra Patterson works for Summit Advisory Group
What is Debra Patterson's role at the current company?
Debra Patterson's current role is Financial Strategies | Capital Acccumulation | Investments | Life Insurance | Inspired by Life Stories.
What is Debra Patterson's email address?
Debra Patterson's email address is dg****@****ero.com
What schools did Debra Patterson attend?
Debra Patterson attended North Greenville University.
What are some of Debra Patterson's interests?
Debra Patterson has interest in Music, Developing Leaders, Training Leaders.
What skills is Debra Patterson known for?
Debra Patterson has skills like Financial Strategies, Capital Accumulation, Retirement Planning, Investments, Business Needs Analysis, Life Insurance, Annuities.
Who are Debra Patterson's colleagues?
Debra Patterson's colleagues are Tony Graham, Bud Gray, Keith Flenner, Terrence Jenkins, Helena Blake, Rhyne Kivett, John C. Gibson, Clu, Chfc.
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