Patrick Brennan

Patrick Brennan has a diverse work experience spanning multiple industries. Patrick is currently working as a Growth Consultant at SmartAsset, a position they have held since April 2023. Prior to this, Patrick was the Owner of P Brennan Holdings Ltd. Patrick also worked as a Growth Consultant at Deft Sales - fast response software from February 2022 to April 2023.

Patrick has experience in sales and management roles at Planswell. Patrick served as a Sales Manager from November 2020 to February 2022 and as a Senior Account Executive from November 2020 to May 2021.

Before joining Planswell, Patrick worked as a Portfolio Manager at Alpha FX Group plc from November 2019 to November 2020. Patrick also had a previous stint at Planswell as a Client Success, Plan Pro, providing financial planning advice to retail customers across Canada from February 2019 to November 2019.

In 2018, Patrick worked at ChefHero as a Lead Account Executive, where they launched the company's second market in Chicago and trained new hires. Patrick also served as an Account Executive at ChefHero from May 2017 to June 2018, focusing on reducing food spend and increasing ordering efficiency for restaurateurs.

Prior to ChefHero, Patrick worked in sales and business development at Hyr Inc. from November 2016 to May 2017. Patrick provided partners with on-demand staffing solutions and developed go-to-market strategy. Patrick also worked as a Sales & Business Development Associate at foodora from January 2016 to October 2016.

Patrick's early career includes an Account Executive role at RDA Inc. from May 2014 to January 2016, where they provided tailored insurance products and sourced leads through prospecting activities and networking events.

Patrick Brennan completed their Ontario Secondary School Diploma (OSSD) at Waterdown District High School from 2006 to 2010. Patrick then pursued a Bachelor's degree at Western University from 2010 to 2014, specializing in Management and Organizational Studies with a focus on Finance. In terms of additional certifications, Patrick obtained the Life License Qualification Program from IFSE Institute in May 2019. Patrick also completed the Sales Negotiation certification on LinkedIn in October 2016. Additionally, Patrick obtained the Registered Insurance Brokers of Ontario (RIBO) certification in June 2014.