Dennis Patrick, CFP®, ChFC®

Regional Vice President, Institutional Distribution at The Prudential Insurance Company of America at Prudential Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Mount Pleasant, South Carolina, United States, US
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Experience

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Vice President, Institutional Distribution at The Prudential Insurance Company of America
      • Sep 2021 - Present

      • Assist financial professionals at point-of-sale to help them grow their business with Prudential’s life insurance products. • Accountable for life insurance sales within an assigned territory. • Present life insurance sales ideas to financial professionals. • Assist financial professionals at point-of-sale to help them grow their business with Prudential’s life insurance products. • Accountable for life insurance sales within an assigned territory. • Present life insurance sales ideas to financial professionals.

  • Crump Life Insurance Services
    • United States
    • Insurance
    • 500 - 600 Employee
    • Regional Insurance Strategist, Merrill Account
      • May 2021 - Sep 2021

    • Regional Director
      • Jun 2019 - May 2021

    • Regional Vice President, Individual Life
      • May 2011 - Mar 2019

      Responsible for life insurance production in designated channels in 4-state region. Managed $7,500,00 new premium using both a traditional wholesaling approach and functioning as a Point of Sale wholesaler to identify, develop, illustrate and present advanced life insurance strategies to financial advisors and clients. Responsible for life insurance production in designated channels in 4-state region. Managed $7,500,00 new premium using both a traditional wholesaling approach and functioning as a Point of Sale wholesaler to identify, develop, illustrate and present advanced life insurance strategies to financial advisors and clients.

  • Morris Fianncial Planning Concepts, LLC
    • Financial Planner
      • Sep 2008 - May 2011
    • Manager, Financial Services at The Prudential Insurance Company of America
      • Apr 2004 - Sep 2008
  • New England Financial
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Managing Associate
      • Jan 2000 - Apr 2004
    • Agent at The Prudential Insurance Company of America
      • Nov 1997 - Jan 2000
  • US Army
    • United States
    • Law Enforcement
    • 1 - 100 Employee
    • Captain, Field Artillery
      • Jun 1993 - Nov 1997

Education

  • The Citadel
    BA, History
    1989 - 1993
  • CFP

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