Patrick Flaten has been working as a Center Sales Manager in Level Office since 2019. Furthermore, Patrick has an employment history at more than ten companies using similar skills. Patrick has a total work experience of 20+ years. Patrick Flaten studied at the Minnesota College of Art and Design from 2009 to 2010. Patrick Flaten learned English, Somali, and Japanese. They have the following certificates: Series 63, Life Insurance With Variable, Series 7, Series 6, and License Crd# 6128083. Nowadays this professional lives in Chicago, Illinois region. You can find this professional's current e-mail and phone through our search.
Name variants:
Pat Flaten,
Paddy Flaten,
Patsy Flaten,
Rick Flaten
Last updated Jun 11, 2024
Contact Information
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Work History
Center Sales Manager
Chicago, IL
Helping Businesses find a home and grow!
from Sep 2019
Business Development and Training Consultant
469 west Huron St, Chicago, IL 60654
from May 2017
Independent Business Development Sales Consultant - Not For Profit
469 west Huron St, Chicago, IL 60654
Working hand in hand with small businesses, their owners and partners I worked to create strategic initiatives, work as a sounding board as well as motivate owners and their employees to cre...
Jan 2012 — May 2017
Branch Manager Vice President Sme Denovo
180 Montgomery St, San Francisco, CA 94129
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides ...
Jul 1, 2016 — Apr 2017
Private Banking Relationship Manager 2
800 Nicollet Mall, Minneapolis, MN 55402
Nov 2014 — Jun 2016
Regional Private Banker
420 Montgomery St, San Francisco, CA 94129
Help clients succeed financially by connecting them with the right products and services. Use real emotional connections to grow trust
Dec 2013 — Nov 2014
Brokerage Associate
1 north Jefferson Ave St, Louis, MO
Help to meet the short and long term goals of clients through comprehensive in depth conversation and discovery
Nov 2012 — Nov 2014
Business and Personal Banker
420 Montgomery St, San Francisco, CA 94129
Helping business and personal customers to succeed financially as well as overseeing sales teams
Mar 2008 — Jan 2014
Service Manager
420 Montgomery St, San Francisco, CA 94129
Manage and direct 14 employees to meet sales goals and help people succeed financially
Mar 1, 2009 — Dec 1, 2011
Education
2009 — 2010
2006 — 2009
2001 — 2005
Occupations
Executive
Sales Manager
Sales Director
Real Estate Broker
Licensed Real Estate Broker
Client Development Manager
Property Manager
Real Estate Manager
Managers
Skills
Sales Management
Customer Service
Retail
Sales
Microsoft Office
Microsoft Excel
Time Management
Customer Satisfaction
Outlook
Leadership
Inventory Management
Management
Research
Strategic Planning
Banking
Residential Homes
Negotiation
Marketing
Budgets
Coaching
Event Planning
Team Leadership
Small Business
Credit
Real Estate
Leadership Development
Team Building
Loans
Finance
Financial Analysis
Investments
Consumer Lending
Financial Services
Relationship Management
Retail Banking
Commercial Banking
Loan Origination
Insurance
Mortgage Lending
Credit Analysis
Risk Management
Small Business Lending
Portfolio Management
Commercial Lending
Wealth Management
Cross Selling
Accounting
Business Development
Account Management
Training
Public Speaking
Customer Relationship Management
Retirement Planning
Business Process Improvement
Project Management
Marketing Strategy
Financial Planning
Financial Advisory
Investment Advisory
Investment Strategies