President / CEO at Encore Financial Services, Inc.
Greater Omaha Area
- Current
-
- Loan Officer / Mortgage Planner at The Encore Team at Eagle Mortgage Company, Inc.
- President / CEO at Encore Financial Services, Inc.
- Past
-
- District Manager at Waddell & Reed, Inc.
- Vice President at Bonnett Financial Services, Inc. / A Securities America OSJ Branch Office
- Education
-
- University of Nebraska at Omaha
- Blackstone College
- Cameron University
- University of Nebraska-Lincoln
- Millard South
- Recommended
-
7 people have recommended Patrick - Connections
-
312
connections
- Industry
- Financial Services
- Websites
Patrick Bonnett’s Summary
Encore Financial Services is a full-service, fully-integrated, financial solutions provider.
We assist our clientèle with a variety of life-stage planning issues and provide detailed recommendations with total plan implementation. Our services include but are not limited to:
Life Insurance, Final Expense and Survivorship Planning
Individual & Group Health Insurance
Disability Income Insurance and Supplemental Coverage
Cancer Insurance and Critical Illness Coverage
Vision and Dental Plans
Medicare Supplement and Plan D Coverage
Long-Term Care Planning
Retirement, Wealth Preservation & Wealth Transfer Planning
Wills, Trusts & Estate Planning through National Family Trust Co.
IRAs, 401Ks, 403b TSAs, SEP, SIMPLE, 457 & Pension Plans
Small or Family Owned Business Benefit Planning
Home Equity Management and Mortgage Planning Services
Speed Equity and Mortgage Acceleration Programs
Residential & Commercial Mortgage Lending through Eagle Mortgage Company, Omaha Nebraska.
With over thirteen years of direct industry experience, we focus our practice in meeting the needs of individuals, families and small family owned businesses. Our mission is to provide our clientèle with the best possible service by offering creative solutions, sound investment opportunity and quality coverage from the industry's leading product providers. We will strive to best serve you, your family and your associates.
Patrick Bonnett’s Specialties:
Eldercare Planning, Long-Term Care, Critical Illness & Disability, Home Equity Management, Estate Preservation Planning
Patrick Bonnett’s Experience
-
Loan Officer / Mortgage Planner
The Encore Team at Eagle Mortgage Company, Inc.
(Real Estate industry)
November 2007 — Present (1 year 9 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 Money Merge Account (MMA). Ask us how to speed your equity buildup with this innovative new opportunity!
-
President / CEO
Encore Financial Services, Inc.
(Financial Services industry)
February 2006 — Present (3 years 6 months)
Chief Executive Officer
-
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.
-
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
-
University of Nebraska at Omaha
BGSGA , Real Estate & Land Use Economics , 1996 — 1998
- Activities and Societies:
- Rho Epsilon, ROTC
-
Blackstone College
Paralegal Studies , Law , 1995 — 1995
-
Cameron University
Business Management 1994 — 1995
-
University of Nebraska-Lincoln
Education & Military Science 1990 — 1993
- Activities and Societies:
- Alpha Tau Omega, ROTC, CREW Team, Student Government
-
Millard South
Diploma , 1986 — 1990
Additional Information
Patrick Bonnett’s Websites:
Patrick Bonnett’s Interests:
Consumer Activism, Taxpayer Advocacy, Traveling, Blogging, Networking, Working Out, Boating
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
