Patrick Michael CLU, ChFC, FLMI, CLTC

Patrick Michael CLU, ChFC, FLMI, CLTC has a diverse work history spanning over several decades. Patrick began their career in the U.S. Army, serving as an SFC from 1971 to 1979. Following their military service, Patrick owned Independent Financial Programmers from 1979 to 1981. Patrick then worked as a Manager at American National Life from 1982 to 1984 and as an Assistant Vice President at American Founders Life from 1984 to 1986.

In 1986, Patrick joined Executive Life Insurance Company as an Assistant VP, a role they held until 1994. Patrick then moved to Aurora Life Insurance Company, where they served as the Sr. VP of Life Operations from 1994 to 1997. Patrick's leadership abilities led him to become the President of Management Data, Inc. in 1997, a position they held until 2022.

After retiring for a brief period from January 2022 to May 2023, Patrick took on the role of President at APPX Software, Inc. in March 2023. In this role, they focused on selling AXEM archiving software as well as the company's newest software for managing emails.

Throughout their career, Patrick has gained expertise in diverse roles, demonstrating their adaptability and ability to excel in various industries. Their extensive experience in leadership and insurance operations make him a valuable asset in any organization.

Patrick Michael CLU, ChFC, FLMI, CLTC pursued their education at various institutions. From 1993 to 1997, they attended California Lutheran University, where they earned an MBA degree in Finance. Prior to this, from 1979 to 1981, they attended Methodist University and obtained a BBA degree in Economics.