Patrick Strek, CFA

Enthusiast
DISC Type : i

Financial Analyst at Franklin Monroe

Greater Chicago Area, United States

Overview

Patrick Strek, CFA, is a Financial Analyst at Franklin Monroe, a private family office specializing in wealth management for high-net-worth individuals. With a background in private equity and a degree from Saint Louis University, he is described as having a solid work ethic.

Outside of his finance career, Patrick has demonstrated assertive decision-making and field management skills as a licensed baseball umpire for the Illinois High School Association.

He has experience working within a private equity search fund focused on the entire lifecycle of an acquisition.

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Wealth Management
His career is centered on monitoring multi-billion dollar portfolios for high-net-worth individuals and families at a private family office.
Private Equity
Gained experience as a Private Equity Analyst at a search fund, focusing on industry research and tasks associated with making acquisitions.
Financial Analysis
Holds a Bachelor of Science in Business Administration and has developed skills in client presentations and investment strategy research.

Media Appearances

Patrick has no verified media appearances

Work History

5-2016
Financial Analyst at Franklin Monroe
9-2015 - 5-2016
Private Equity Analyst at Rich Sea LLC
11-2013 - 5-2015
Student Worker at John Cook School of Business at Saint Louis University
Umpire - Self Employed at Illinois High School Association
5-2014 - 8-2014
Financial Services Professional - Intern at Hoopis Financial Group

Education

2011 - 2015
Bachelor’s Degree from Saint Louis University
2011 - 2015
Bachelor of Science in Business Administration from Saint Louis University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Chicago Area, United States Job Level : Middle Designation : Financial Analyst at Franklin Monroe
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Patrick

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Patrick take some risk or not?

  • They can take some low-probability risks if needed.

You And Patrick

Personality Compatibility


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