Financial Wisdom Marketing Services has extensive experience and expertise in the areas of financial products, services and relationship marketing. While the company is young, the principals have decades of experience dealing with the issues that are critical to the success of your marketing efforts.
Mike Patterson, a graduate of Marquette University, is a Certified Public Accountant with extensive experience in the financial services industry. After four years as a tax accountant with Price Waterhouse, he spent 15 years in the securities brokerage industry as a product manager, marketing director and executive with Blunt Ellis & Loewi and its successor, Kemper Securities. While with Blunt Ellis & Loewi, in Milwaukee, he created continuing education programs for brokers, accountants and attorneys. Mike was also a frequent public speaker, presenting over 100 seminars and workshops to individuals and professional advisors.
Larry Rine holds an MBA from the Kellogg Graduate School of Management of Northwestern University with a concentration in marketing. He attended undergraduate school at Northwestern with a major in organizational behavior and was an accepted Ph.D. candidate in the marketing department at the University of Illinois. Larry spent 19 years as the owner/operator of an advertising agency, concentrating since 1988 on database marketing. In that role, he became experienced in the design and implementation of preferred customer programs. He has further training and experience in the areas of relational database design, computer application development, networking and computer telephony. He has consulted in the area of automated bulk mail preparation.
Financial
Wisdom Marketing Services, Inc.
42 Sherwood Terrace Suite 6
Lake Bluff, IL 60044
Phone: 800/723-7237
or 847/604-8372
Fax: 847/604-8405
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