For over 14 years Patrick Hooker worked in different jobs. Recently, this expert worked as a Sales Representative in Yodle developing different skills. Patrick Hooker graduated from Northern Arizona University in 1994 where this person got all the skills. This expert has all necessary knowledge for his job, proven by the following certifications in FINRA Series 7, 65, 63 and Arizona State Life, Health, & Variable license. Patrick knows two languages: English and Russian. You can find Patrick Hooker in Phoenix, Arizona, where he is located nowadays. SoftwareOfficial has all the personal info you need to contact Patrick Hooker, such as this expert's phone or email. Feel free to send us the request to get additional info.
Name variants:
Pat Hooker,
Paddy Hooker,
Patsy Hooker,
Rick Hooker
Last updated Jun 11, 2024
Contact Information
Workplace
Colleagues
Work History
Contractor - Inbound Advisor
Phoenix, Arizona Area
Inbound Advisor with Financial Engines support clients & prospective clients in advisory & investment management programs. Receive inbound calls & make proactive outbound calls, ...
from Jan 2013
Contractor
Expeditor position with Charles Schwab & Co services as a liaison between alternative investment department and sales teams. Responsible for validating investment security information, i...
Jan 2012 — Jan 2013
Financial Solutions Advisor - Premier Team
Work with clients with $50,000 in assets and above. Take inbound client sales/service calls & make proactive outbound sales calls, understand client needs, provide superior customer serv...
Jun 2011 — Dec 2011
Marketing Consultant
Make proactive sales calls to prospective financial advisors, Insurance agents, & stock brokers. Qualify and develop sales relationships with annuity professionals who annually produce $...
Sep 2010 — Jun 2011
Financial Advisor
Proactively contact new prospects & existing clients to develop financial relationships. Utilize consultative sales skills and superior customer service to gather information & under...
Jan 2009 — Jan 2010
Internal Wholesaler
Utilize extensive financial industry knowledge with mutual funds, wrap, & SMA products to develop and expand existing financial advisor relationships, while proactively prospecting &...
May 2006 — Oct 2008
Relationship Manager
Develop prospective new and existing clients by uncovering their financial needs & goals. Show how ETrade can help them and then cross sell appropriate financial services. Manage a book ...
Feb 2005 — May 2006
Business Development Specialist
Make outbound sales calls to potential & existing Schwab clients selling propriety fee based portfolio advice service. Develop client relationships through consultative sales interaction...
Feb 2004 — Jan 2005
Education
1991 — 1994
Occupations
Accountant
Account Manager
Contractor
Advisor
Engineer
Customer Service
Sales Specialist
Client Service Officer
Logistics Supply Chain Professional
Expedition Specialist
Security
Managers
Custodian
Independent Business Owners
Logistician
Custodial Worker
Cleaners
Skills
Mutual Funds
Investments
Sales
Financial Planning
Retirement Planning
Cold Calling
Business Development
Account Management
Strategic Financial Planning
Sales Management
Fixed Annuities
Prospecting Skills
Investment Management
Alternative Investments
Annuities
Fixed Income
Portfolio Management
Sales Presentations
Etfs
Stocks
Wholesaling Mutual Funds
Call Center
Consultative Selling Style
Product Marketing
Sales Territory Management
Wholesaling
Series 7
Series 65
Series 63
B2B Sales
Financial Services
Microsoft Office
Act!
Thomson One
Sun Gard
Siebel Systems
Consultative Sales Training certified
Richardson
FAQs about Patrick Hooker
What's the profession of Patrick Hooker?
This professional's job is Sales Representative
What jobs is Patrick Hooker proficient at at?
Patrick Hooker is a professional Accountant and Account Manager jobs.
Where does Patrick Hooker live?
Patrick currently lives in Phoenix, Arizona.
Does Patrick have the email address?
ph**@ups.com and gp**@gmail.com is Patrick's email address.
Where did Patrick Hooker work?
The professional worked at Yodle, Financial Engines.
Where has Patrick Hooker studied?
Patrick studied at the Northern Arizona University from 1991 to 1994.
What are the certifications of Patrick Hooker?
The expert received the following certifications: FINRA Series 7, 65, 63 and Arizona State Life, Health, & Variable license.
What are the awards Patrick Hooker ever received?
This professional received awards and these awards are: Bank, National Independent, & Regional firm Channel Sales Award, Dec 2007.