Patrick Campanaro
Minneapolis,MN
Summary
Motivated Registered Representative with a strong background in sales, bartending, and service industry management. Adept at building relationships, understanding client needs, and providing tailored financial solutions. Passionate about helping people achieve their personal and financial goals through strategic planning and personalized advice.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Life, NLTC, NMIS Registered Representative
Northwestern Mutual
Woodbury, MN
03.2024 - Current
- Provide personalized financial planning, investment strategies, and risk management solutions to a diverse client base.
- Build and maintain client relationships.
- Use CRM for tracking, outreach, client information, and case notes.
- Assist with onboarding, and coordinate planning with other advisors and client services.
Solar Sales Representative
Blue Raven Solar
Edina, MN
10.2023 - 03.2024
- Pursue a combination of company and self-generated leads through door-knocking.
- Prepared proposals, quotes, contracts and presentations for solar customer review.
- Assist clients through the installation process.
Bartender
Butcher and the Boar
Minneapolis, MN
10.2022 - 10.2023
- Trained new bartenders on drink preparation and upselling techniques.
- Stayed up to date on latest mixology trends, bar equipment, and sanitation standards.
- Create new drink menus with management and staff.
- Create opening and closing procedures, and checklists.
- Provide a positive guest experience in a casual, fine dining atmosphere.
Bartender
Betty Danger's Country Club
Minneapolis, MN
04.2019 - 07.2022
- Create new drink menus with management and staff.
- Create and implement various bar protocols for staff to follow.
- Provide a fun experience for guests in a very high-volume craft cocktail environment.
Bar Manager
Lyndale Tap House
Minneapolis, MN
06.2018 - 04.2019
- Managed day-to-day operations, including opening and closing duties, scheduling shifts for employees, and cash handling procedures.
- Maintained a detailed inventory and managed relationships with vendors for ordering.
- Managed bar staff, trained new hires, and implemented disciplinary procedures when necessary.
- Create new drink menus.
- Bartend when necessary.
Bartender
The Hideout in The Pour House
Minneapolis, MN
11.2017 - 03.2018
- Set up and bartend at a private bar in a hidden speakeasy.
- This closed after only a few months.
Bartender
Cowboy Jacks
Bloomington, MN
12.2016 - 10.2017
- Close the bar 4-5 nights a week.
- Work in a high-volume environment.
Bartender
Ox Cart Ale House
Saint Paul, MN
06.2016 - 08.2016
- Seasonal, high-volume, roof top bartender.
Manager, Bartender, Server
Sawatdee Video
Saint Paul, MN
07.2013 - 05.2016
- Started as a server in a casual fine dining environment and worked my way up to a management role.
Bartender
Buffalo Wild Wings
Maplewood, MN
04.2005 - 10.2014
- I started working in high school as a cashier. I worked here throughout school, and the flexibility allowed me to pursue my short career as a professional snowboarder.
- I worked my way up from a cashier to a bartender over the years.
Education
Associate of Arts - General
Century College
White Bear Lake, MN12-2008
Some College (No Degree) - Graphic Design
University of Minnesota
Duluth, MNSome College (No Degree) - Marketing
Metropolitan State University
Saint Paul, MNSkills
- Comprehensive financial planning
- Investment strategy analysis
- Risk management
- CRM
- Strong relationship-building skills
- Networking and prospecting
Affiliations
- Former Professional Snowboarder
- Work out 3-5 times a week
- Enjoy cooking
Certification
- Life and Health Insurance License
- Securities Industry Essentials Exam
- Series 6
- Series 63
Professional References
- Halsted Knutson, CFP, CRPC, CLTC and Partner at Waveform Wealth
(651) 328-4662
- Josh Willour, CFP, CLU and Partner at Waveform Wealth
(507) 676-2461
- Josh Edmondson, Financial Advisor at Northwestern Mutual
(320) 226-4301
Timeline
Life, NLTC, NMIS Registered Representative
Northwestern Mutual
03.2024 - Current
Solar Sales Representative
Blue Raven Solar
10.2023 - 03.2024
Bartender
Butcher and the Boar
10.2022 - 10.2023
Bartender
Betty Danger's Country Club
04.2019 - 07.2022
Bar Manager
Lyndale Tap House
06.2018 - 04.2019
Bartender
The Hideout in The Pour House
11.2017 - 03.2018
Bartender
Cowboy Jacks
12.2016 - 10.2017
Bartender
Ox Cart Ale House
06.2016 - 08.2016
Manager, Bartender, Server
Sawatdee Video
07.2013 - 05.2016
Bartender
Buffalo Wild Wings
04.2005 - 10.2014
Associate of Arts - General
Century College
Some College (No Degree) - Graphic Design
University of Minnesota
Some College (No Degree) - Marketing
Metropolitan State University
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