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Patrick Burdick

Address: Houston, TX

Relationship-focused financial executive with deep integrity and 13+ years of sales success building relationships and developing comprehensive investment solutions for clients.


Charles Schwab & Co., Inc

Vice President, Financial Consultant - February 2003 - September 2010

  • Referred or advised $100 million+ to institutional advisors, money managers, separately managed accounts (SMA) and Schwab Private Client services. Served 245 affluent clients with total assets of $295 million and built personal fee-based business into 60+ active advisory fee relationships totaling $52 million.
  • Accomplishments
  • Top 7% in fee-based sales revenue in 2008 and Top 25% in 2006 & 2007. Applied competitive product knowledge to develop effective proposals and increase advisory fee revenue.
  • Top 15% in the company based on client satisfaction. Consistently outperformed peers based on customer feedback surveys (client promoter scores) following personal calls and meetings.
  • Consistently listed in the top 25% nationwide for fee-based sales revenue and retention.
  • Selected to multiple product and sales pilot programs including the firm's managed mutual fund and ETF portfolio strategies and initial rollout of the diversified portfolio account strategy (UMA) offered by Nuveen & Eaton Vance.
  • Recognized for superior interpersonal communication with invitation to 2 Pro-Am golf tournaments entertaining Schwab's most affluent clients.
  • Effectively prospected for new business opportunities via referrals, marketing events and proactive contact with clients and prospects.

AXA Advisors, LLC.

Financial Consultant - January 1998 - February 2003

  • Engaged clients and managed assets for over 100 clients with net worth between $500k and $40 million. Credentialed financial planner, corporate planner and settlement planning specialist via AXA programs.

The University of Texas at Austin

  • Bachelor of Arts (BA) - Psychology

The McCombs School of Business The University of Texas at Austin

  • Texas Business Foundations Program

The McCombs School of Business The University of Texas at Austin

  • Center for International Business Education and Research (CIBER)
  • CIBER Summer Program
  • International Marketing & Consumer Behavior
  • Cross-Cultural Management & Negotiation
  • ESCP – Europe (Paris, France)

University of Houston

  • Completed Board-Registered Certified Financial Planner (CFP) program curriculum