Patrick Hatchel

** * ****** ******, **** B-*

Englewood, NJ 07631

Phone: 201-***-**** Email: acxmf5@r.postjobfree.com

SUMMARY OF QUALIFICATIONS:

Financial Planning

Asset gathering

Relationship building

Manage existing accounts

NOTABLE ACCOMPLISHMENTS:

Discovered and established relationships with high network clients.

Increased assets under management from new clients and existing clients to $5,000,000.00.

Managed portfolios of high network clients by buying and selling appropriate assets based on investment profile.

RESPONSIBILITIES:

As a Financial Advisor discover prospects through various methods of prospecting, set appointments, determine prospects investment objectives, and turn them into clients using EverGreen Capital Managements Wealth Management Process and appropriate investment recommendations.

As a consultant coordinated promotion and marketing initiatives to establish a client base and increase company revenues. Also implemented systems for business owners to become more efficient and productive on a daily basis.

Executed the sale of business improvement seminars to dentists and chiropractors.

Served as a Transportation Officer in the US Army Reserves for 10 years commanding over 200 soldiers in various capacities, i.e., transportation, logistics and supply.

Received an honorable discharge as a Captain.

CAREER HISTORY:

EverGreen Capital Management, Financial Advisor 2015 to present

Morgan Stanley, Financial Advisor 2013 to 2014

Merrill Lynch, Financial Advisor 2011 to 2013

David Lerner Associates, Investment Counselor 2010 to 2011

Strategic Management Coaching, Founder, Management Consulting Company 2007 to 2010

IKON Office Solutions, Major Accounts Executive, Legal/Print for Pay 2006 to 2007

Strategic Management Coaching, Founder, Management Consulting company 2004 to 2006

Canon Business Solutions, Federal Major Accounts Executive 2003 to 2004

The Document Company Xerox, Federal Government Account Manager 1999 to 2003

MGE Inc., Sales Consultant 1998 to 1999

American Communication Network Inc., Independent Sales Representative 1995 to 1998

Ford Motor Company, Production Coordinator 1993 to 1995

Corning Inc. (Consumer Products Division), Production Supervisor 1990 to 1993

Newport News Shipbuilding and Drydock Company, Engineering Analyst 1987 to 1990

United States Army Reserves, Transportation Officer 1986 to 1996

EDUCATION/Licenses:

Hampton University, Bachelor of Arts, Mathematics, Computer Science Minor

Series 7 License

Series 63 License

Series 66 License

Property and casualty Insurance Licenses

Life and Health Insurance Licenses

ACHIEVEMENTS/ACTIVITIES:

Hampton University varsity football team

Commissioned 2nd Lieutenant US Army

Transportation Officer Basic Course completion

Promoted to 1st Lieutenant and Captain, US Army

Xerox “Document” University sales training

Siebel sales training completion

Canon sales training completion

Airborne Paratrooper

Licensed Management Consultant

Ordained Minister

REFERENCES:

References are available upon request.

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