President / CEO at Encore Financial Services, Inc.
Greater Omaha Area
- Current
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- President / CEO at Encore Financial Services, Inc.
- Past
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- Loan Officer / Mortgage Planner at Eagle Mortgage Company, Inc.
- District Manager at Waddell & Reed, Inc.
- Vice President at Bonnett Financial Services, Inc. / A Securities America OSJ Branch Office
- Education
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- University of Nebraska at Omaha
- Blackstone College
- Cameron University
- University of Nebraska-Lincoln
- Millard South
- Recommended
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4 people have recommended Patrick - Connections
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197
connections
- Industry
- Financial Services
- Websites
Patrick Bonnett’s Summary
Each year, during the month of May, Insurance Agents all across America pay a special attention to their clientèle's Disability Insurance need. In fact, May has been deemed Disability Awareness Month by the national LIFE Foundation.
Disability Insurance is coverage that replaces a percentage of Income. Protecting your earning capacity is the one priority above all other financial concerns.
At Encore, we strive hard to protect and preserve the lifestyles our clients aim to achieve. To that end, we advocate that each of our clients review their Disability Insurance policies each May with us to determine if their coverage continues to meet the need or if an upgrade or change is in order.
Call (402) 991-2533 today to receive your complimentary evaluation or visit www.encorefinancialservices.com to request a free quote.
Patrick Bonnett’s Specialties:
Eldercare Planning, Long-Term Care, Critical Illness & Disability, Home Equity Management, Estate Preservation Planning
Patrick Bonnett’s Experience
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President / CEO
Encore Financial Services, Inc.
(Financial Services industry)
February 2006 — Present (2 years 7 months)
Chief Executive Officer
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Loan Officer / Mortgage Planner
Eagle Mortgage Company, Inc.
(Real Estate industry)
November 2007 — June 2008 (8 months)
We have a strategic working relationship with Eagle Mortgage as producing Loan Officers and Mortgage Planners. Through this relationship we are able to offer our clientèle top mortgage products from the country's leading mortgage lenders. As a focal point in our mortgage product offering is the Home Ownership Accelerator (HOA). Ask us how to speed your equity buildup with this innovative new opportunity!
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District Manager
Waddell & Reed, Inc.
(Public Company; 5001-10,000 employees; WDR; Financial Services industry)
July 2001 — February 2006 (4 years 8 months)
As a District Manager at Waddell & Reed, Inc., I operated my own financial planning practice in addition to supervising a branch office. My responsibilities included but were not limited to: Recruiting, Hiring and Training new Financial Advisors. I also was responsible for supervising all operations for the branch including: administrative, compliance, performance reporting, product evaluation and training, licensing, registration and continuing education. I started my office from scratch and grew it to a 16 Advisor team. We managed, and/or supervised the management, of over $62M in client assets.
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Vice President
Bonnett Financial Services, Inc. / A Securities America OSJ Branch Office
(Privately Held; 1-10 employees; Financial Services industry)
February 1996 — June 2001 (5 years 5 months)
Patrick Bonnett’s Education
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University of Nebraska at Omaha
BGSGA, Real Estate & Land Use Economics, 1996 — 1998
- Activities and Societies:
- Rho Epsilon, ROTC
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Blackstone College
Paralegal Studies, Law, 1995 — 1995
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Cameron University
Business Management 1994 — 1995
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University of Nebraska-Lincoln
Education & Military Science 1990 — 1993
- Activities and Societies:
- Alpha Tau Omega, ROTC, CREW Team, Student Government
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Millard South
Diploma, 1986 — 1990
Additional Information
Patrick Bonnett’s Websites:
Patrick Bonnett’s Interests:
Traveling, Blogging, Networking, Working Out, Boating
Patrick Bonnett’s Groups:
Millard Business Association, AF&AM #325, Better Business Bureau, Society of Certified Senior Advisors, National Association of Insurance and Financial Advisors, Association of Health Insurance Advisors
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UPSA -
Executive Suite -
Basho Technologies -
Lead21 - political action for entrepreneurs -
KIVA -
American Red Cross -
Biopreneur -
A Solo Business - Solopreneurs And Business Owners -
Leading International Open Networkers (LION) -
Venture Capital -
Start-Up Phase Forum -
Big "O" Networking Group
Patrick Bonnett’s Honors:
Entrepreneur of the Year Nominee, Millard Business Association 2006; Millard Business Professional of the Year Nominee, Millard Business Association 2006.
Achievement 2005, Honor 2002 & 2004 and Crest 2003 Awards for Superior Sales Management from Waddell & Reed, Inc.
Million Dollar Club Award, Waddell & Reed, Inc.
Who's Who in America, Heritage Registry 2005-2006, Certified Senior Advisor (CSA) & Eldercare Advocate.
Presidential Academic Fitness - Volunteer Award 2005 Junior Achievement
Patrick Bonnett’s Contact Settings
Interested In:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
