Patrick Kulzer

Background

About Patrick Kulzer

My focus includes the development, growth and maintenance of partnerships with other companies to enhance the value delivery of value to a national sales force. This includes product knowledge, contract negotiation, national accounts responsibilities and strategic modeling. At times it means building something from nothing. At other times it means finding ways to make something better. At all times it means crafting partnerships that help all parties to succeed and further their missions. My background includes the launch of our first web-based CRM, leadership of the initial Branch Operations department in the Broker Dealer and time spent as a Compliance Officer for the Broker Dealer. Earlier in my career I was Manager of Annuity Services for our proprietary product line and also underwrote credit insurance distributed through credit unions. Specialties: Relationship Management – focused work on the development and growth of a strategic partner program, developing relationships with companies in order to bring greater value to our distribution channel Financial Services CRM – rollout, training, consulting, integration Marketing – distribution marketing focused on finding and developing markets and some investment product launches