Patrick Cailles Email & Phone Number

Patrick Cailles has 14+ years of experience in providing financial leadership for financial services companies and in providing clients with insights on how to further their financial goals. Augmenting his background in finance and client advisement are his successes in multidisciplinary roles centered on sales, marketing, business development, and team training, mentoring, and development.Most recently Patrick was Wealth Management Advisor / College Unit Director at Northwestern-Mutual in Crown Point, IN. As the owner and leader of the practice for 5 years, he was instrumental in driving substantial increases in contracts, generating revenue growth, and significantly expanding its talent of fulltime advisors and College Financial Representatives. Patrick was the recipient of the National Master Converter Award at Northwestern-Mutual for converting the highest number of College Financial Representatives to fulltime Financial Advisor positions across the country’s 350+ offices. Additionally, he won National Growth Awards as an office for 3 consecutive years based on sales production of all advisors under 5 years with the firm. The practice ultimately accounted for 53% of the company’s growth. Prior to Northwestern-Mutual, Patrick was CFO/Director of Marketing at IGG Construction, where he was instrumental in securing 7-figure contacts and increasing profits. Previously, Patrick advanced from Branch Manager to VP at JP Morgan Chase. His branch experienced dramatic sales growth as evidenced by its ranking among the top 10% of all comparable sized branches in the U.S. Patrick holds a B.S. in Business Management & Marketing from Krannert School of Business, Purdue University.Skills:Strategic Financial Planning Financial Analysis & Reporting Budget Management Accounting, Payroll & Tax Planning Sales, Marketing & Business Development Contract Structuring & Negotiations Risk Management & Regulatory ComplianceTeam Hiring, Training, Development & Leadership

Listed skills include Leadership, Team Building, Management, Strategic Planning, and 23 others.

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  Purdue University

  Business Administration And Management, General