Pat Ennis, CExP, CAP®

Experience

• 

  Toth Financial Advisory Corporation

  Jan 1986 - Jan 1990

  Financial Representative
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  Merrill Lynch

  Aug 1990 - Aug 1992

  Financial Representative
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  Fidelity Investments

  Aug 1992 - Jan 2003

  VP - Branch Manager

  • Responsible for all aspects of Investor Center management to include sales and operations, compliance with industry regulations, public relations, service quality, and human resources (staff of 30-40 including a Sales Manager and Operations Manager)• Improved staff morale and professional development resulting in less turnover, staff promotion, and increased customer satisfaction• Conducted staff sales training and management planning meetings• Conducted seminar and workshop presentations• Through coaching, training, and promotion facilitated the advancement of staff members into management roles• Selected to assist in facilitating/teaching “Selling the Fidelity Way” training regionally• Local contact for media interviews (TV; print)• Nominated for Most Improved Branch of the Year Award when managing first Branch assignment in Bethesda, MD• President’s Circle Award winner Show less

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  Sovereign Grace Ministries

  Feb 2003 - Dec 2010

  Executive Director

  P&L, Leadership and Management responsibilities for Finance, Operations, Technology, Donor Development, Communications, Product Development and Distribution, Events and Conferences. Member of the Board of Directors.

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  Sentinel Wealth Management, Inc.

  Dec 2010 - Jun 2014

  Principal

  Investment advisory and financial planning to include investment management, retirement and education planning, estate planning, income tax planning, charitable planning, risk management and insurance planning. Fee-only (no commissions).

• 

  ENNIS Legacy Partners

  Mar 2014 - now

  President

  ENJOY LIFE IN THE BUSINESS. PLAN FOR LIFE AFTER THE BUSINESS.We help Business Owners build sellable business value, control their exit, and leave their desired legacy.Consulting | Coaching | Retreats.