Patrick Hanzel, CFP®

Sales Manager - Advanced Planning at Policygenius Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Durham, North Carolina, United States, US

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Experience

  • Policygenius
    • United States
    • Insurance
    • 300 - 400 Employee
    • Sales Manager - Advanced Planning
      • Jul 2022 - Present

      Durham, North Carolina, United States Policygenius is America's leading online insurance marketplace. Our mission is to help people get insurance right by making it easy for them to understand their insurance options, compare quotes, and buy a policy, all in one place. Policygenius has established headquarters in New York City and Durham, NC and raised over $150 million in venture capital in our quest to become a one-stop shop for all the financial protection you'll ever need.

    • Team Lead - Advanced Planning
      • May 2021 - Jul 2022

      Durham, North Carolina, United States

    • Specialist - Advanced Planning
      • May 2019 - May 2021

      New York, New York, United States

    • Senior Associate - Advanced Planning
      • Feb 2018 - May 2019

      New York, New York, United States

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Wealth Management Advisor
      • Jun 2013 - Feb 2018

      Lincoln, Nebraska

    • Financial Representative
      • Jun 2011 - Jun 2013

      Lincoln, Nebraska

    • Financial Representative Intern
      • Jan 2011 - Jun 2011

Education

  • Nebraska Wesleyan University
    Bachelor of Business Administration - BBA
    2007 - 2011

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