Patrick L. Email
Vice President of Capital Markets @ Ancorato
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Patrick L. Location
- Houston, TX, US
Patrick L. Work
- Vice President of Capital Markets @ (January 2025 - Present)
- Chief Sales Officer (CSO) @ Storage Units Capital Partners (May 2024 - February 2025)
- Sales Director @ IGRE Capital Holdings, LLC (May 2023 - April 2024)
- National Sales Director @ (March 2022 - May 2023)
- Regional Vice President @ (December 2019 - January 2022)
- Western Regional Sales Director @ (August 2015 - December 2019)
- Senior Field Sales Consultant @ (September 2006 - August 2015)
Patrick L. Education
- Sam Houston State University
Bachelor's degree (Mass Communication/Media Studies)
Patrick L. Skills
- 1031
- 1031 Exchanges
- 401(k) Retirement Savings Plans
- 401k
- 63 Licenses
- Account Management
- Alternative Investment Strategies
- Alternative Investments
- Asset Allocation
- Broker-Dealer Compliance
- Business Development
- Business Relationship Management
- CRM Databases
- Capital Markets
- Capital Raising
- Client Presentation
- Commercial Real Estate
- Communication
- Consultative Selling
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Service
- DST
- Deferred Sales Trusts
- Direct Sales
- Distribution Channel Management
- Estate Planning
- Experienced Sales Professional
- Finance
- Financial Planners
- Fixed Annuities
- Fixed Income Strategies
- Fundraising
- Group Presentations
- IRAs
- Indexed Annuities
- Insurance
- Investment Management
- Investment Properties
- Investments
- Launches
- Leadership
- Licensed Life & Health Insurance Agent
- Life Insurance
- Management
- Marketing
- Marketing Strategy
- National Accounts
- New Business Development
- Oral Communication
- Outside Sales
- Phone Etiquette
- Phone Manner
- Presentation Skills
- Product Demonstration
- Product expert
- Real Estate
- Real Estate Investment Trust (REIT)
- Record Of Success
- Relationship Building
- Relationship Development
- Retirement Planning
- SMA
- Sales
- Sales Management
- Sales Meetings
- Sales Presentations
- Sales Processes
- Sales and Marketing
- Small Business
- Strategic Initiatives
- Strategic Planning
- Strategy
- Structured Notes
- Team Building
- Team Management
- Term Life Insurance
- Territory Management
- Uniform Combined State Law
- Variable Annuities
- Whole Life
- Wholesale
Patrick L. Summary
- Patrick L., based in Houston, TX, US, is currently a Vice President of Capital Markets at Ancorato. Patrick L. brings experience from previous roles at Storage Units Capital Partners, IGRE Capital Holdings, LLC, Forum Partners and Megatel Capital Investment. Patrick L. holds a Bachelor's degree in Mass Communication/Media Studies @ Sam Houston State University. With a robust skill set that includes 1031, 1031 Exchanges, 401(k) Retirement Savings Plans, 401k, 63 Licenses and more. Patrick L. has 2 emails on RocketReach.
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