Patrick Woelfel
Patrick Woelfel leads First Trust's social media activities, both internally and coaching & consulting firm clients-primarily financial advisors. He joined First Trust in 2006. Prior to his current role, he's been in leadership positions with two First Trust affiliates; FT Capital Partners and BondWave LLC.
Patrick began his financial services career in 1984 and has been coaching and training individuals and teams within financial services throughout his career. He's held sales and marketing leadership roles with Putnam, PaineWebber, Van Kampen, UBS, and John Hancock. He was also President and co-owner of Advantage Coaching & Training (ACT).
He is a Registered Corporate Coach (RCC) with the Worldwide Association of Business Coaches (WABC).
Patrick is a graduate of Colby College in Waterville, ME. He resides in Wheaton, IL.
Patrick Woelfel leads First Trust's social media activities, both internally and coaching & consulting firm clients-primarily financial advisors. He joined First Trust in 2006. Prior to his current role, he's been in leadership positions with two First Trust affiliates; FT Capital Partners and BondWave LLC.
Patrick began his financial services career in 1984 and has been coaching and training individuals and teams within financial services throughout his career. He's held sales and marketing leadership roles with Putnam, PaineWebber, Van Kampen, UBS, and John Hancock. He was also President and co-owner of Advantage Coaching & Training (ACT).
He is a Registered Corporate Coach (RCC) with the Worldwide Association of Business Coaches (WABC).
Patrick is a graduate of Colby College in Waterville, ME. He resides in Wheaton, IL.
Explore New Frontiers in Social Selling with LinkedIn
This Presentation focuses on helping business owners and professionals learn and implement best practices for leveraging LinkedIn to impact sales and marketing results.
Learn About the Powerful Benefits of LinkedIn
- Create a compelling, lead-generating profile
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- Learn how to use LinkedIn for "Generational Reach"
- Find prospects "hidden in plain sight"...
