Entrepreneur and strong business development executive with deep roots in the financial services industry - spanning four decades. Skilled in BOND PREMIUM FUNDING of life insurance / MEPS (Monolith Estate Planning Strategy), Life Insurance/Annuity Distribution, Alternate "Ultra High Net Worth" Life ...
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Entrepreneur and strong business development executive with deep roots in the financial services industry - spanning four decades. Skilled in BOND PREMIUM FUNDING of life insurance / MEPS (Monolith Estate Planning Strategy), Life Insurance/Annuity Distribution, Alternate "Ultra High Net Worth" Life Insurance Distribution leader and subject matter Expert, with recognized skills in Wealth Strategies Planning, Estate Planning, Charitable Planning, and High Finance. Additionally, Patrick is highly skilled at organizing and developing programs and professional Institutes comprised of subject matter experts in Law, Finance, Accountancy, Estate/Wealth Strategies Planning, and High Finance. Patrick completed the prestigious three-year postdoctoral Masters Program in Wealth Strategies Planning® from the Esperti Peterson Institute in coordination with the Estate and Wealth Strategies Institute at Michigan State University.
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