Patrick Boughton

Sales and Marketing Director at Clever Adviser Technology Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Shrewsbury, England, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency
Skills

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Bio

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Martin D Joyce CFP™ MSCI AwPETR Adv DipFA Chartered ALIBF

I would highly recommend Patrick and his report writing service 'Genovo' he has the balance of extremely friendly, highly professional and very helpful indeed. Before I spoke with Patrick, I was considering other report writing services, as I wish to provide my clients with the best of service, now I know I've absolutely made the correct choice for my business going forward. First Class.

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Credentials

  • Higher National Diploma in Business and Finance
    -

Experience

  • Clever
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Sales and Marketing Director
      • Jun 2017 - Present

      Clever Adviser Technology Ltd has created innovative solutions to assist top tier IFA practitioners in both the portfolio construction and monitoring stages of the investment advice process.Every month, CleverAdviser monitors the funds held by your clients, identifies under-performers to be sold and selects a replacement fund to be bought from the same sector. Your clients receive an e-mail every month from you recommending a switch or confirming that no action is required as their funds are performing as expected. Show less

    • Sales and Marketing Manager
      • Apr 2017 - Present

      Clever Adviser Technology Ltd has created innovative solutions to assist top tier IFA practitioners in both the portfolio construction and monitoring stages of the investment advice process.Every month, CleverAdviser monitors the funds held by your clients, identifies under-performers to be sold and selects a replacement fund to be bought from the same sector. Your clients receive an e-mail every month from you recommending a switch or confirming that no action is required as their funds are performing as expected. Show less

  • Salesfusion (Acquired by SugarCRM)
    • United States
    • Software Development
    • 1 - 100 Employee
    • Sales Director
      • Mar 2016 - Mar 2017

      Responsible for sales and demand generation in Europe, South Africa and Europe. Responsible for sales and demand generation in Europe, South Africa and Europe.

  • Genovo
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of Sales & Marketing
      • Apr 2013 - Mar 2016

      Responsible for Genovo's revenue generation and marketing. I've implemented a modern and highly successful sales and marketing strategy that has enabled Genovo to consistently exceed their revenue targets. Responsible for Genovo's revenue generation and marketing. I've implemented a modern and highly successful sales and marketing strategy that has enabled Genovo to consistently exceed their revenue targets.

  • Self employed
    • Consultant
      • Mar 2012 - Feb 2013

      Freelance marketing automation, CRM and digital marketing consultant. Freelance marketing automation, CRM and digital marketing consultant.

  • PARAPLANNING ONLINE LIMITED
    • United Kingdom
    • Financial Services
    • Head of Sales and Marketing
      • Mar 2010 - Feb 2012

      SME SaaS software sales and marketing in the financial services sector. SME SaaS software sales and marketing in the financial services sector.

  • ProofID
    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Account Manager
      • Apr 2008 - Feb 2010

      High value Identity and access management software sales and partner management. High value Identity and access management software sales and partner management.

  • Northdoor plc
    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Account Manager
      • Jan 2006 - Mar 2008

      High value business intelligence software sales and partner management. High value business intelligence software sales and partner management.

  • DataMirror
    • Software Development
    • 1 - 100 Employee
    • Sales
      • Feb 2002 - Jan 2006

      High value data integration and high availability software sales and partner management. High value data integration and high availability software sales and partner management.

  • Quest Software
    • United States
    • Software Development
    • 700 & Above Employee
    • Sales
      • Mar 1999 - Dec 2001

      Direct software sales Direct software sales

Education

  • Hartford College
    HND, Business and Finance
    1992 - 1995
  • Sedbergh School
    1985 - 1991

Community

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