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Skilled and Energetic Financial/Employment Specialist with comprehensive knowledge in financial planning, debt management, credit improvement and budgeting strategies. Previous roles involved developing tailored financial plans, providing effective counseling to clients on financial matters and achieving significant improvement in clients' financial health. Known for excellent communication abilities, strong analytical skills, high ethical standards and expertise in using financial software for analysis and reporting purposes Assisted heavily in career coaching and job placement. Possess a robust understanding of labor market trends, employment laws, and workforce development strategies. Proficient at customized career planning, and fostering productive relationships with employers to facilitate successful job placements.

Motivated day in day out to become better with each day, I have worked in intense environments and very subtle places. I have obtained many niche skills and am always seeking for another learning opportunity. Being able to communicate is one aspect, as being able to connect with customers or work peers is another step and I believe connecting with others is my strong suit.

High-performance sales professional with 5+ years of experience in remote, phone-based, and high-volume sales environments. Generated $100K+ in life insurance premium within seven months at Senior Life Services and promoted to Senior Agent within two months at Ideal Concepts due to strong production and fast coachability. Expert in discovery, objection handling, rapport-building, and guiding prospects through high-trust, value-based decisions. Ready to bring proven closing ability and a performance-driven mindset to a high-ticket remote sales team.

Financial professional with proven track record in delivering precise financial reports and analysis. Known for collaborative approach and results-driven mindset, effectively adapting to evolving business needs. Skilled in financial analysis, compliance, and utilizing financial software to support strategic initiatives.

Patrick Colgan

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Financial Representative

Professional Ice Hockey Player

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Ice Hockey Coach

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Financial Representative

Professional Ice Hockey Player

Personal Trainer

Ice Hockey Coach

Bachelor of Arts - History

High School Diploma -

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