Patrick Sheehy Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

Involved in all aspects of business: Partnership formation structure and documents; Property acquisition- evaluation and selection; Advertising of properties; Rent collection and resolution; Development of remodeling and improvements schedule; Refinance of individual properties as well as restructuring as a whole package; Review of financials including partnership tax returnsResults- Experienced positive cash flow every year and achieved occupancy rate greater then 95%.

Greater Milwaukee Area

Responsible for driving growth of Private Client Services (PCS) discretionary investment offerings through comprehensive case consultations (evaluations, analysis, recommendations, and sales support) with Wealth Management Advisors (WMA), including meeting directly with prospective clients to close cases. Built relationships and partnered with over 20 key WMAs to drive their business; positioned by WMAs to clients as an extension of their team and a “go-to resource”, helping bring in approximately $175M of assets under management (AUM).Devised and led team to create a Presentation Book and Presenter Notes outlining PCS investment offering and services, a sales tool used to educate prospective clients, assess mutual fit, and position cases to close. Developed and led training sessions, including at Regional and National Sales meetings, to improve WMA effectiveness and leverage resources to grow business.

Greater Milwaukee Area

Served on Leadership Team; evaluated Field Marketing Division (FMD) programs and resource allocation, coached Marketing Team to deliver impactful consultations to Financial Advisors (FA), and assessed progress toward performance goals. Led implementation and growth of Marketing Engagement Program (MEP) to seven offices nationally; managed $1.2M budget including hiring/compensation for field office Marketing Directors and reimbursement of qualifying marketing plan activities; coached, trained, and managed team of eight to execute program.Consulted to key Financial Advisors and their teams on marketing strategies to grow the top lines of their business.