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Patty Moen is listed as Associate, Sales & Client Relations at ALM First at ALM First, a company with 97 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at almfirst.com and a matched LinkedIn profile for Patty Moen.
Patty Moen previously worked as Associate, Sales & Client Relations at Alm First and Lender Development Program Specialist I at Trustage. Patty Moen holds Business Economics from St. Cloud State University.
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I work as an Associate, Sales & Client Relations at ALM First, a leading partner for financial institutions that provides Asset Liability Management, Derivative Advisory Services, Investment Management and Specialty Financial Services - including Executive Benefits. My role focuses on strategic sales support, effective communication, insurance license maintenance, collaborating with teams across the company, and special projects. With a strong foundation in customer relationship management and commitment to excellence, I continuously strive to contribute to my organization's growth and success. I hold a Resident Insurance Producer license in Minnesota and I am certified in Strength Finders. That tool helped me identify my natural talents - Harmony, Communication, Empathy, Developer and Connectedness. In other words, I am passionate about helping people and building relationships with integrity and empathy.
Listed skills include Investments, Sales, Loans, Banking, and 17 others.
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A career timeline built from the work history available for this profile.
Minnesota, United States
Support - Assist sales team for ALM First Group and ALM First Executive Benefits by generating new contracts and proposals. Ensure entity and individual state insurance licenses are in place and kept up to date. Complete paperwork with insurance carriers. Update Salesforce for clients and prospects.Strategy - Collaborate with marketing team, subject matter.
Minnesota, United States
Client Relationships - Manage a territory of Minnesota credit unions in the Lender Development Program. Build and nurture territory's loyalty to mutually supported lending related solutions (debt cancellation products, MRC, GAP). Support and coach front line lending staff, branch managers and senior management. Organize ideas and materials for customer.
Headquarters, Illinois
Client Relationships - Grew and maintained relationships with a client base of credit unions under $15 million in assets primarily based in the Midwest and Northeast. Interactions with clients were primarily via phone calls and emails with occasional in-person interactions at industry events. Sales - Sold Alloya's financial and correspondent products and.
Sales - Worked with credit unions of all asset sizes and based all over the United States, with the majority being in Minnesota and Illinois. Worked to gain investment market share, selling fixed income securities, bank CDs and credit union certificates. Provided analysis and helped clients make decisions on what product was best for them, staying within.
Other employees you can reach at almfirst.com. View company contacts for 97 employees →
Alec Hollis, Cfa
Colleague at Alm First
Dallas, Texas, United States, United States
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SW
Shane Williams
Colleague at Alm First
Gulf Shores, Alabama, United States, United States
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AA
Anne Abston
Colleague at Alm First
Dallas-Fort Worth Metroplex, United States
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PK
Pashmeena Kothari
Colleague at Alm First
United States, United States
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OO
Okkas Okkas
Colleague at Alm First
United Arab Emirates, United Arab Emirates
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PE
Paul Emmanuel Vergara
Colleague at Alm First
Metro Manila, National Capital Region, Philippines, Philippines
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BW
Brent Wells
Colleague at Alm First
Allen, Texas, United States, United States
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BR
Brittany Rollek
Colleague at Alm First
Dallas, Texas, United States, United States
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DS
Devan Sabapathy
Colleague at Alm First
Austin, Texas, United States, United States
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NM
Nnamdi Micheal
Colleague at Alm First
Lagos, Lagos State, Nigeria, Nigeria
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Quick answers generated from the profile data available on this page.
Patty Moen works for ALM First.
Patty Moen is listed as Associate, Sales & Client Relations at ALM First at ALM First.
AeroLeads has found 1 work email signal at @almfirst.com for Patty Moen at ALM First.
Patty Moen is based in Greater Minneapolis-St. Paul Area, United States, United States while working with ALM First.
Patty Moen has worked for Alm First, Trustage, Alloya Corporate Fcu, and Alloya Investment Services.
Patty Moen's colleagues at ALM First include Alec Hollis, Cfa, Shane Williams, Anne Abston, Pashmeena Kothari, and Okkas Okkas.
You can use AeroLeads to view verified contact signals for Patty Moen at ALM First, including work email, phone, and LinkedIn data when available.
Patty Moen holds Business Economics from St. Cloud State University.
Patty Moen is listed with skills including Investments, Sales, Loans, Banking, Financial Analysis, Credit, Financial Services, and Risk Management.
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