Overview
Work History
Education
Education and Training
Timeline
Generic

Patrick Newman

Mount Prospect,IL

Overview

11
11
years of professional experience

Work History

National Consultant

AssetMark
Chicago, Illinois
04.2024 - Current
  • Educate, advise, and consult current and prospective advisors on AssetMark's wealth platform, investment practice management, and client relationship offerings.
  • Demonstrate and maintain in-depth knowledge to consult with advisors on product details, performance, investment positioning, and allocations.
  • Effectively present AssetMark's value proposition and positioning on specific offerings to large audiences at corporate events.
  • Conduct Zoom and in-person meetings to drive new AUM through AssetMark's wealth of investment offerings.
  • Manage 92 advisors in Pennsylvania and Baltimore totaling $1.6B in AUM.
  • Successfully brought in $190M in new AUM in 2024 and have brought in $125M YTD.

Internal Sales Consultant

Morningstar
Chicago, IL
03.2022 - 04.2024
  • Developed and maintained in-depth knowledge of Morningstar's managed portfolios and wealth platform to effectively communicate its value proposition to all existing and potential Financial Advisors in my respective territories.
  • Partnered with the Regional Sales Director to develop innovative sales strategies, contributing to an increase in overall sales and revenue.
  • Closely collaborated with the Portfolio Management, Investment Specialist, and Service teams to deliver comprehensive solutions tailored to each client's needs.
  • Conducted Zoom and in-person meetings to drive new AUM into various portfolio solutions such as Direct Indexing, UMA's, and 3rd party offerings.
  • Contributed to the accumulation of $250 million in gross sales in the Midwest and New England territories.
  • Successfully ran the entire New England territory for one year.

Preferred Relationship Manager

Fifth Third Securities
Niles, IL
03.2019 - 03.2022
  • Delivered premier services to high net worth clients with assets over $100,000 held at the bank.
  • Collaborated with Investment Executives, Mortgage Advisors, and Business Bankers to develop a comprehensive financial plan tailored to each individual.
  • Managed a book of business consisting of 670+ clients with assets over $100 million.
  • Finished 3rd in all of Chicago in gross investment sales and in the top 20% company wide.
  • Passed the Series 65 and Health Insurance licenses within the first 45 days.

Relationship Banker

JPMorgan Chase, JPMorgan Chase & Co
Deerfield, IL
08.2018 - 03.2019
  • Built rapport with clientele while understanding each individual's financial needs.
  • Worked directly with Private Client Advisors, Business Relationship Managers, and Mortgage Advisors to develop a customized holistic plan to all bank clientele.
  • Obtained the Series 6, 63, and Life Insurance licenses within the first 90 days.
  • Managed a book of business consisting of 195 clients with assets over $25 million.
  • Achieved annual target goal within my first 5 months.

Personal Banker

JPMorgan Chase, JPMorgan Chase & Co
Deerfield, IL
01.2018 - 07.2018
  • Delivered the highest level of customer service, while also responsible for understanding each financial need for every client served.
  • Worked alongside Private Client Advisors, Business Relationship Managers, and Mortgage Advisors to identify prospects for individual services.
  • April, 2018 - July, 2018 studied for the Series 6, 63 and Life Insurance licenses.

Bank Teller

JPMorgan Chase, JPMorgan Chase & Co
Deerfield, IL
01.2015 - 12.2017
  • Effected interpersonal communication skills while delivering the highest level of customer service.
  • Informed clientele of products and services based on client suitability.
  • Ensured bank policy was followed accordingly, safeguarding confidential information.

Education

Bachelor of Arts - Public Relations & Advertising

DePaul University
Chicago, IL
03.2018

Bachelor of Arts - Marketing

University of Nebraska - Lincoln
Lincoln, NE

Education and Training

other,other

Timeline

National Consultant

AssetMark
04.2024 - Current

Internal Sales Consultant

Morningstar
03.2022 - 04.2024

Preferred Relationship Manager

Fifth Third Securities
03.2019 - 03.2022

Relationship Banker

JPMorgan Chase, JPMorgan Chase & Co
08.2018 - 03.2019

Personal Banker

JPMorgan Chase, JPMorgan Chase & Co
01.2018 - 07.2018

Bank Teller

JPMorgan Chase, JPMorgan Chase & Co
01.2015 - 12.2017

Bachelor of Arts - Public Relations & Advertising

DePaul University

Bachelor of Arts - Marketing

University of Nebraska - Lincoln

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