Pat Phelan III, MBA, AIF®
San Diego, California, United States
3K followers
500+ connections
About
I help businesses improve profitability.
Finance Leader with an MBA in…
Activity
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Today was a good day! I couldn't have done it without the support of my family 💜 #UMGCGrad
Today was a good day! I couldn't have done it without the support of my family 💜 #UMGCGrad
Liked by Pat Phelan III, MBA, AIF®
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Those who know me often counsel marketing teams not to chase ambulances, especially in the #cybersecurity space. But I lived this article, and it…
Those who know me often counsel marketing teams not to chase ambulances, especially in the #cybersecurity space. But I lived this article, and it…
Liked by Pat Phelan III, MBA, AIF®
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I'm excited to announce a partnership between Mission Edge, Stanislaus Community Foundation and Norm and Evan Porges to bring our Impact Lab to the…
I'm excited to announce a partnership between Mission Edge, Stanislaus Community Foundation and Norm and Evan Porges to bring our Impact Lab to the…
Liked by Pat Phelan III, MBA, AIF®
Experience
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Education
Licenses & Certifications
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Life Accident and Health Insurance Agent License
California Department of Insurance
IssuedCredential ID CA Insurance Lic. # 0I57299 -
Series 66
FINRA
Issued -
Series 7
FINRA
Issued
Honors & Awards
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Five Star Wealth Manager Award Winner 2022
Five Star Professional
The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence.
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Investment Service Award Winner 2022
San Diego Award Program
The San Diego Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the San Diego area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.
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Best Wealth Management Advisor 2021 - Southern California. Distinction Award in ESG Investing
Acquisition International
Recognition for expertise in a growing area of importance to investors. ESG is an acronym for an process that takes into account environmental, social, and governance factors when making investment decisions.
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Five Star Wealth Manager Award Winner 2021
Five Star Professional
The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence.
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Corporate & Social Responsibility Diversity, Equity & Inclusion Awards Finalist 2020
San Diego Business Journal
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Five-Year Service Award
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Dedication to Service and Excellence Award.
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Management Integration Team (MIT) Award
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Award for best representing the company's values and work ethic.
Organizations
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Solana Beach ECO Rotary Club
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-The club is part of Rotary International and our primary mission is to educate ourselves and our communities about environmental challenges and engage in implementing their solutions.
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Rutgers Alumni Club of San Diego
Past Treasurer
More activity by Pat
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Faced with multiple flight delays yesterday morning (got up at 4am for my flight), I decided not to leave my attendance at a key conference in Vegas…
Faced with multiple flight delays yesterday morning (got up at 4am for my flight), I decided not to leave my attendance at a key conference in Vegas…
Liked by Pat Phelan III, MBA, AIF®
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I am thrilled to share that I have joined Matrix Medical Network as the Senior Vice President of Commercial Excellence. Matrix is a leader in…
I am thrilled to share that I have joined Matrix Medical Network as the Senior Vice President of Commercial Excellence. Matrix is a leader in…
Liked by Pat Phelan III, MBA, AIF®
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Milissa Medon leads our newest tech enabled service, Legal Nurse Review. LNR was not on our original solution roadmap years ago, but we listen to our…
Milissa Medon leads our newest tech enabled service, Legal Nurse Review. LNR was not on our original solution roadmap years ago, but we listen to our…
Liked by Pat Phelan III, MBA, AIF®
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