Patrick Whearty
Massapequa,NY
Summary
Professional with strong expertise in client relations, negotiation, and market analysis. Adept at fostering team collaboration and consistently achieving high-impact results. Highly adaptable, with skills in financial planning, risk management, and regulatory compliance. Known for reliability and flexibility in dynamic environments.
Overview
13
13
years of professional experience
Work History
Softball Umpire
Long Island Elite Umpires
01.2023 - Current
- Officiated competitive softball games, ensuring adherence to league rules and regulations.
- Communicated effectively with coaches and players to resolve disputes and clarify game decisions.
- Maintained a consistent focus on game management, enhancing player safety and sportsmanship standards.
- Evaluated player performance and provided constructive feedback to support skill development.
Broker – Sales/Customer Service
Clara Capital
01.2020 - 03.2026
- Conducted thorough qualifications of potential business owners to align financing options with their unique requirements.
- Assessed client needs and recommended financing options to facilitate sustainable business development.
- Cultivated and strengthened client relationships to drive repeat business.
- Executed strategies to navigate competitive markets, enhancing customer satisfaction and loyalty to outperform competitors.
- Managed client relationships, ensuring timely communication and satisfaction with services provided.
Northeast/Canada Regional Director
Lifestylez Tours Inc.
06.2019 - 02.2020
- Oversaw multiple assigned universities and customer accounts to ensure effective management and support.
- Led regional strategy development to enhance operational efficiencies across multiple locations.
- Facilitated training for campus managers and representatives to execute strategic trip promotions.
- Formulated and executed sales and marketing strategies and timelines for campus management promotions.
- Directed and managed representative teams of 10 to 20 students, ensuring effective collaboration and performance.
- Facilitated communication between clients to coordinate group specials and events.
- Coordinated logistics and supervision of seasonal trips to enhance student experiences for 50,000+ participants.
- Coordinated efforts with lifestylez team to promote effective communication and streamline processes.
- Orchestrated comprehensive itinerary planning and organization for summer and winter trips.
Account Manager
Campus Vacations Inc.
06.2016 - 05.2019
- Led development and mentorship of campus representative networks through strategic social media, email, text, and phone marketing initiatives.
- Engineered an outbound sales model to optimize regional territory engagement and enhance student travel to target destinations.
- Optimized conversion rates and operational efficiency of inbound leads to enhance campus representative networks.
- Sourced and engaged campus representatives via Greek organizations, independent student networks, and digital platforms.
- Leveraged CRM and sales stack technology to optimize personal productivity and drive revenue growth in target accounts.
Head of Campus Recruitment
Campus Vacations Inc.
09.2013 - 05.2016
- Established campus recruitment protocols across five universities in Central Connecticut.
- Implemented diverse marketing and promotional campaigns to drive sales among student demographics.
- Led teams of up to 20 representatives, driving performance and collaboration.
- Executed large-scale event organization to enhance awareness of campus vacations.
Connector/Prospector
Worden Capital Management LLC
05.2015 - 05.2015
- Facilitated connections between prospective clients and brokers to streamline investment account setup.
- Streamlined and maintained databases of prospective clients' information, categorized by state, age, and net worth.
- Conducted thorough research on prospective clients to assess qualification as investors.
Education
Bachelor of Arts - Criminal Justice, Philosophy
Quinnipiac University
Hamden, CT05-2016
High School - undefined
Kellenberg Memorial High School
Uniondale, NY05-2012
Skills
- Demonstrated entrepreneurial experience
- Proficient in Microsoft Office Suite
- Adaptable to new CRM technologies
- Salesforce Proficiency
Timeline
Softball Umpire
Long Island Elite Umpires
01.2023 - Current
Broker – Sales/Customer Service
Clara Capital
01.2020 - 03.2026
Northeast/Canada Regional Director
Lifestylez Tours Inc.
06.2019 - 02.2020
Account Manager
Campus Vacations Inc.
06.2016 - 05.2019
Connector/Prospector
Worden Capital Management LLC
05.2015 - 05.2015
Head of Campus Recruitment
Campus Vacations Inc.
09.2013 - 05.2016
High School - undefined
Kellenberg Memorial High School
Bachelor of Arts - Criminal Justice, Philosophy
Quinnipiac University