patrick bressler
business development consultant
About
At ProEquities, we are a full-service, boutique and independent broker-dealer | We pride ourselves on providing our advisors, and their clients, the highest level of customer service, competitive resources, and customized solutions to meet their unique needs | We get to know our advisors by name (not just as a number) to deliver a truly personalized experience | Advisors join us (and stay with us) because we’re right-sized and values-driven, as our capital strength and ability to invest in solutions-based capabilities is just one example of what keeps nearly 100% of our advisors with us for 10 years or more. | We are a leader in service that is prompt, responsive, and adaptable, for our client service team answers calls within eight seconds and our routine compliance response time is typically within 24 hours We know you need more in your journey towards greater success and true independence and we look forward to partnering with you. Registered Representative of ProEquities, Inc., member FINRA and SIPC
united states
denver
financial services
series 7, mutual funds, series 66, certified investment management analyst, investment advisory, separately managed accounts, sales presentations, high net worth individuals, cima, sales management, business development, uniform combined state law, investments, investment management, portfolio management, asset allocation, retirement planning, financial services, asset management, series 63, financial recruiting, series 9, recruiting, alternative investments, sales, outside sales, direct sales, account management, marketing, wealth management, microsoft office, salesforce.com, public speaking, leadership, management, cold calling, negotiation, interpersonal skills, customer service, client relations, ria, rias, institutional sales, broker dealer, client prospecting, strategic initiatives, uma, registered investment advisor, presentation skills, organization skills
Experience
business development consultant
investment center advisor group
investment management consultant
raymond james
business development consultant, western regional managing director-- financial advisor recruiting
proequities, inc.
business development consultant
raymond james
Education
university of pennsylvania
university of pennsylvania, wharton school of business
management
university of mississippi - school of business administration
banking
Activities and Societies: Pi Mu Epsilon Math Honor Society; Student Investment Club President; American Information Technology Professionals; Gamma Iota Sigma Insurance Club
patrick bressler's Contact Information
Phone
Find the Right Leads
Find Verified Contact Data
What LeadContact does well
Find verified emails, phone numbers, and decision-makers with 98% accuracy.
Find Leads
Find the right people by company, role, industry, location, and more.
925M+ professional profiles
Find Emails
Access verified email addresses for your target contacts.
657M+ emails
Find Phone Numbers
Get cross-validated phone data from multiple top sources.
239M+ phone numbers
More Accurate. Lower Cost.
Find contact data in 1 tool with 98% accuracy
LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.
Great conversations start with the right contact.
It’s time to find yours.