Patrick Denis Email
Senior Internal Wholesaler, West Region @ Raymond James
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Patrick Denis Location
- San Diego, CA, US
Patrick Denis Work
- Senior Internal Wholesaler, West Region @ (June 2023 - Present)
- Internal Life Wholesaler @ Protective Distributors (February 2021 - June 2023)
- Internal Life Wholesaler @ (March 2016 - February 2021)
- Vice President, Risk Management, Investment Planning and Solutions (IPS) @ LPL Financial, LLC. (June 2014 - March 2015)
- Vice President - Insurance Sales Operations @ (March 2013 - June 2014)
- AVP - Insurance Sales Support and Consultant @ (March 2008 - March 2013)
- Branch Operations Manager @ AXA Financial (December 2005 - December 2007)
- Financial Planning Specialist, Life Sales Specialist, Resource Analyst, Business Analyst @ (December 2000 - December 2005)
Patrick Denis Education
- Lakeland University
Bachelor of Arts (BA) (Business Administration and Management, General)
- The American College of Financial Services
CLU (ChFC, MSFS , Financial Planning and Services)
- Oglethorpe University
CFP Program (Financial Planning and Services)
Patrick Denis Summary
- Patrick Denis, based in San Diego, CA, US, is currently a Senior Internal Wholesaler, West Region at Raymond James. Patrick Denis brings experience from previous roles at Protective Distributors, AIG, LPL Financial, LLC. and Insurance Associates Inc., a division of LPL Financial, LLC.. Patrick Denis holds a Bachelor of Arts (BA) in Business Administration and Management, General @ Lakeland University. Patrick Denis has 1 emails on RocketReach.
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