Patrick Ngongo Email & Phone Number

San Diego Metropolitan Area

Carlsbad, California, United States

• Conceptualized and presented comparative model to assess 23 firm initiatives within healthcare technology, resulting in 3 clear directions for leadership to pursue.
• Collaborated with business development, marketing and human resources to align capital expenditures with budgetary constraints, subsequently cash runway increased by 3 months.
• Partnered with business development to identify, evaluate and review target markets to scale business.

Washington D.C. Metro Area

• Developed in-depth financial analysis for high net worth investors, resulting in $22 million in competitor asset acquisitions.
• Spearheaded a team of four specialists, cultivating 200+ client relationships, focused on preparation and delivery of financial plans, exceptional service led to 92% Net Promoter Score overall.
• Championed outbound team coaching campaign, resulting in a 17% QoQ increase in appointments booked.

Washington D.C. Metro Area

• Led acquisition of endowment account via relationship building with CFO, investment policy review and needs/benefit analysis, presented findings to C-Suite, resulting in $7M win.
• Served as liaison for 350+ clients facing complex wealth management issues, conducted analysis, and introduced appropriate advisory firms, initiating over 40 income generating relationships.
• Built financial models for investors using Monte Carlo to predict retirement plausibility, analyzed financial projections, providing go-forward approach which increased probability success by 4% on average.

Washington D.C. Metro Area

• Revamped request for proposal (RFP) bid process, educated 8 vendors, highlighting new requirements, optimization slashed turnaround time from 5 to 2 business days.
• Directed competitive analysis of investments vehicles and financial platforms, research facilitated team’s ability to win retirement plans and uphold fiduciary standards.

Washington D.C. Metro Area

• Increased opportunity pool for branch through coordinated outbound calling campaigns, sales seminars and consultative sales, resulting in addition of $3M to pipeline.
• Maintained operations within branch, overhauled transfer of asset process, based on customer and advisor feedback, consequentially office ranked in top 10 (in 160 office network) nationally.

Jacksonville, Florida Area

• Ranked in top 15 among 150+ peers, streamlined phone sales process, exceeded performance goals, awarded employee of quarter 3 times.

Master Of Business Administration - Mba

Activities and Societies: Consortium for Graduate Study in Management Fellow ; Ethel V. Drummond Scholar ; Career Peer- Benet Career.

Bachelor Of Science (B.S.), Finance