As one of Exclusive Brokerage’s Marketing Directors, Patrick specializes in working with asset gatherers and money managers. His goal is to provide high level service to every advisor, teach them how and when to use insurance most effectively, and to design custom proposals that fit with a client’s financial situation and future needs. He believes in going the extra mile for every case, regardless of size, as the quality of his work directly reflects upon his advisors.
Pat graduated from Cal Poly San Luis Obispo with a degree in Journalism and then taught Special Education for two years before starting his career in financial services. He brings a unique skill-set and ability to relate to others that is often missing in this industry.
In his free time, Pat enjoys skiing, fly-fishing, golfing, poker, and competing in any sport. He is also a die-hard Green Bay Packers fan and proud shareholder.