Patrick Lorusso

Background

About Patrick Lorusso

With over two years of work experience in finance, sales, and real estate, I am a driven and motivated professional who strives to deliver value and impact to my clients and organizations. As a former Wealth Management Intern at Stifel Financial, I supported the advisors and analysts in providing financial planning and investment solutions to high-net-worth individuals and families. Previously, I was a Commercial Real Estate Intern at Jeffery Realty, where I learned the fundamentals of commercial property valuation, leasing, and marketing. I also gained exposure to the local market trends and opportunities, and networked with potential buyers and sellers. Before that, I was an Account Manager at Spartan Capital, a direct lending firm that offers fast and flexible loans to small and medium-sized businesses. I was responsible for generating leads, analyzing credit risk, making cold calls, and communicating with existing clients. I successfully closed multiple deals and increased the user retention rate by 25%. My core competencies include financial analysis, sales, negotiation, communication, and problem-solving. My mission is to help people and businesses achieve their financial goals and grow their wealth. I am passionate about learning new skills and staying updated with the latest industry developments. I am looking for an opportunity to join a dynamic and innovative team that values diversity, collaboration, and excellence.