Patsy Gomez is a skilled expert, who works in Lpl Financial main office of which is in 353. as a Financial Advisor from 2018. Patsy has earned professional experience in more than 11 positions at various companies. Patsy Gomez went to the Ut Permian Basin and received education there from 1987 to 1988. Dallas, Texas is the city, where this expert was known to settle. This person's phone and email can be accessed through this website on demand.
Name variants:
Patrick Gomez,
Martha Gomez,
Matilda Gomez,
Patricia Gomez
Last updated Jun 12, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
4707 Executive Dr, San Diego, CA 92121
Business Consultant - working with business owners to support positive cash flow, tax efficiency and strategic distribution of assets.
from Aug 2018
Financial Advisor
Financial advisor focused on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
from Aug 2018
Vice President Small Business Relationship Manager
270 Park Ave, New York, NY 10010
Acquire and manage a portfolio of small business customers to grow bank deposits and increase branch profitability.
Jan 2005 — Dec 2009
Preferred Client Officer
Compass Bank - BBVA Retention and acquisition of Mass Affluent clientele.
Aug 2007 — Jun 2008
Chief Executive Officer and Founder
A construction staffing company specializing in providing skilled tradesmen to the commercial construction industry in the DFW Metroplex
Apr 1992 — Sep 2000
Production Engineer
Designed and implemented completion procedures for several gas fields in the Permian Basin.
Jun 1987 — Oct 1993
Senior Drilling Engineer
Developed and implemented drilling procedures for gas exploration wells in the Anadarko Basin and Rocky Mountain Basin
May 1981 — Oct 1986
Education
1987 — 1988
1975 — 1981
Occupations
Financial Broker
Financial Consultant
Business Consultant
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Series 6
Series 7
Series 63
Key Man Insurance
Financial Services
Mutual Funds
Series 65
Annuities
Business Retirement Plans
Exchange Traded Funds
Equity Investments
Estate and Trust Services
Portfolio and Retirement Plan Reviews
Fixed Income Investments
Long Term Care Insurance
Long Term Disability Insurance
Permanent Life Insurance
Term Life Insurance
Systematic Investing
Individual Retirement Accounts
Saving Spending and Borrowing Solutions
Investor Education Programs