Patrick Moyer

Proactively cultivated a prospective client pipeline by leveraging warm market network and referrals, obtaining over 80 qualified prospects within the first month Led discovery meetings with senior advisors to assess prospects' financial needs Recommended risk, insurance, and investment planning strategies for long-term security

Financial Representative Intern at Northwestern Mutual (2026-05 – Present)

• Proactively cultivated a prospective client pipeline by leveraging warm market network and referrals, obtaining over 80 qualified prospects within the first month
• Led discovery meetings with senior advisors to assess prospects' financial needs
• Recommended risk, insurance, and investment planning strategies for long-term security

Direct Sales Representative at EcoShield (2025-05 – 2025-08)

• Thrived in a fast-paced, high-rejection environment while meeting daily activity goals
• Averaged 80 door-to-door visits daily, generating $725 in average contract value
• Used feedback as a tool for continuous growth, staying motivated and goal-oriented

Sales Associate at NoeCee Global (2024-05 – 2024-08)

• Delivered attentive customer service and personalized product recommendations
• Promoted products through demonstrations and visual displays to drive sales
• Built extensive product knowledge, encouraging upsells and repeat purchases

Executive Vice President at Financial Planning Student Association, Arizona State University (2025 – Present)

• Led general meetings as panel moderator, researching and organizing question sets in advance to keep discussions focused and produce actionable takeaways for members

Recruitment Chair at Theta Chi Fraternity, Arizona State University (2024 – 2025)

• Spearheaded outreach strategies and candidate pipelines to grow chapter membership

Active Member at Theta Chi Fraternity, Arizona State University (2023 – Present)

Bachelor of Arts in Financial Planning – W. P. Carey School of Business, Arizona State University (2027-05)