Patrick Hagen

National Director, Business Development at STRATA Investment Group

Patrick Hagen is currently the National Director of Business Development at STRATA Investment Group. Prior to this, they served as Regional Manager-Business Development and Regional Business Development Manager at The Entrust Group, Business Development Manager at New Direction IRA, Inc., and Instructor of continuing education courses for CPAs, Attorneys, Financial Planners and Investors.

Patrick has extensive experience in developing and implementing business development materials and presentations, managing outside business development and inside sales, conducting new client consultations, and processing 990t IRS filings. Patrick has increased monthly new client activity by 35% and is an expert consultant for the transaction department on complex self-directed IRA transactions.

Working with the CEO, Patrick created and marketed a precious metals IRA department. Patrick is also responsible for overseeing STRATA Investment Group's business development initiatives, developing long-term relationships with key partners, and expanding STRATA's presence in the marketplace.

Patrick Hagen attended the University of Missouri-Columbia, where they earned a BS in Psychological Sciences/Business Administration.

Patrick Hagen works with Dena Mayo - Director, Marketing, Jennifer Jones - New Accounts & TOA Manager, and Melissa Coffman - New Investment & Purchase Manager. Their manager is Kelli Click, President.

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Timeline

  • National Director, Business Development

    Current role

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