Pat Henry

Pat Henry has over 15 years of experience in sales and service, with a proven track record of increasing revenue, fostering client relationships, and implementing process improvements. Pat has excelled in account management, organization development, and prospecting, resulting in sales growth and performance. In the past, Pat has exceeded established sales quotas and new advisor targets, generating millions of dollars in new assets and revenue. Pat is a team player and an effective leader, recognized for innovative vision and strategic planning. Pat has a BS in Organizational Management from Eastern University and has held a variety of roles in multiple industries, including banking, mortgage, and investment consulting.