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Patrick Glaze

@patrickglaze

National Account Manager at National Driver Solutions who contributed to $5.8M in annual revenue growth and $1.1M in profit growth.

United States

Message

At National Driver Solutions, I direct workforce operations, scheduling, payroll, and regulatory compliance for drivers across 39 states. I also develop business opportunities and work with clients on operational challenges and solutions.

In 2023, I contributed to $5.8 million in annual revenue growth and $1.1 million in annual profit growth through sales initiatives, operational improvements, and business development. Earlier, at Merrill Lynch Wealth Management, I guided high-net-worth clients through investment strategies and developed client proposals and allocation recommendations.

Experience

Work history, roles, and key accomplishments

Current

National Account Manager

Current

National Driver Solutions

Jan 2024 - Present (2 years 10 months)

Direct workforce operations, scheduling, payroll, and regulatory compliance for 150+ drivers across 39 states. Contributed to $5.8 million in annual revenue growth and $1.1 million in annual profit growth in 2023.

Workforce Operations Scheduling Payroll Regulatory Compliance Talent Acquisition Business Development Sales Pipeline Management Customer Relationship Management

Regional Sales Manager

National Driver Solutions

Jan 2022 - Dec 2024 (2 years 11 months)

Managed regional sales operations and business development strategies. Led full-cycle talent acquisition and developed client proposals to drive growth.

Sales Management Business Development Talent Acquisition Proposals Pipeline Management

Area Manager

National Driver Solutions

Dec 2020 - Dec 2022 (2 years)

Oversaw workforce operations and payroll across markets. Spearheaded launch and integration of new business ventures, retaining key employees and recruiting talent.

Operations Management Payroll Business Integration Talent Retention Recruitment

Financial Advisor

Merrill Lynch Wealth Management

Oct 2016 - Mar 2018 (1 year 5 months)

Managed relationships with high-net-worth clients, guiding them through complex investment strategies. Developed customized client proposals and investment allocation recommendations.

Wealth Management Customer Relationship Management Investment Strategies Business Development Financial Planning

Registered Client Associate

Kinsey Group

Apr 2014 - Sep 2016 (2 years 5 months)

Led new business development and CRM initiatives, managing a portfolio of 600+ accounts. Coordinated client trade orders and oversaw account opening processes.

Business Development CRM Account Management Trade Execution Compliance Client Onboarding

Client Service Representative

New York Life

Aug 2013 - Mar 2014 (7 months)

Handled high volume of external inbound customer, agent, and Field Agency inquiries. Executed routine administrative transactions and maintained knowledge of life products and services.

Customer Service inquiry handling Administrative Transactions Life Insurance Products Annuities

New Account Specialist

TD Ameritrade

Oct 2011 - Jul 2013 (1 year 9 months)

Facilitated the opening of all new accounts for high-net-worth financial advisors. Corresponded with sales and relationship managers to resolve banking and account issues.

Account Opening Client Services Problem Solving Teamwork Productivity Metrics

Teller

Wells Fargo

Jul 2010 - Sep 2011 (1 year 2 months)

Demonstrated excellence in customer service and sales, handling high-value transactions. Analyzed account profiles to recommend financial products and represented branch as service champion.

Customer Service Sales Cash Handling Account Analysis Financial Products