Patrick Breen
About Patrick Breen
Patrick Breen serves as the National Sales Director of Business Productivity and Growth at UBS, where he has worked since 2011. He holds an MBA from Rutgers Business School and has implemented successful initiatives that significantly increased client acquisition and assets.
Work at UBS
Patrick Breen serves as the National Sales – Director of Business Productivity and Growth at UBS, a position he has held since 2011. He operates from Weehawken, NJ, where he leads initiatives aimed at enhancing business productivity and driving growth. His role involves collaborating with senior executives, including the Global Wealth Management CEO and the President of Americas, to provide strategic insights and recommendations. Breen has been instrumental in implementing programs that have significantly increased net new assets and client acquisition.
Education and Expertise
Patrick Breen holds a Master of Business Administration (M.B.A.) from Rutgers Business School, where he studied Finance from 2012 to 2014. He also earned a Bachelor of Science in Technical Management from Embry-Riddle Aeronautical University, completing his studies from 2005 to 2009. Additionally, he has an Associates of Applied Science degree in Electronics and Telecommunications from the Community College of the Air Force. His educational background provides a strong foundation for his expertise in business productivity and growth strategies.
Background
Before joining UBS, Patrick Breen served in the United States Air Force as an Electrical and Environmental Specialist from 2004 to 2008. His military experience contributed to his technical skills and discipline, which he has applied throughout his career in the financial services industry. Breen's transition from the military to corporate roles has allowed him to leverage his technical management knowledge in a business context.
Achievements
Patrick Breen has implemented several successful initiatives at UBS. He instituted a net new asset program for Advisors, resulting in a 53% lift in net new assets and a 36% increase in new client acquisition. He developed over 30 new client signals that drove more than 4,000 client actions in 2021. Breen also created an AI predictive conversion model that identified clients significantly more likely to open recurring fee accounts, generating over 12,000 account opportunities valued at more than $15 billion. His efforts in redesigning the Advisory Sales model contributed to a substantial increase in Advisory assets and inflows.