Patrick Gray

Vice President of Business Development

Patrick Gray serves as Vice President of Business Development, where he brings his dynamic leadership and proven expertise to drive our strategic growth initiatives. With over two decades of experience in the financial services industry, Patrick’s deep understanding of market dynamics and his skill in building lasting partnerships make him an invaluable part of our executive team. Before EP, he served as Director of BGA Sales at iPipeline, where he masterfully oversaw relationships with 250+ BGAs and IMOs, helping them optimize their insurance processes and maximize their technology investments. His collaborative approach and deep understanding of the insurance landscape made him an invaluable resource for partners navigating the complexities of insurance sales and compliance. Before iPipeline, Patrick spent 11 years at LPL Financial, where he distinguished himself in advanced insurance sales and field development. His talent for developing innovative solutions and his ability to translate complex concepts into actionable strategies have consistently helped partners achieve their business objectives. Whether leading training sessions, implementing new technologies, or designing custom solutions, Patrick’s commitment to client success shines through in everything he does. In his role at Employee Pooling, Patrick’s extensive experience in territory management and product implementation positions him perfectly to forge new partnerships and drive transformative growth strategies that will shape the future of our organization. Patrick’s notable achievements and certifications include LPL 2014 Team Sales Excellence, LPL 2015 Individual & External Sales Excellence, CLU & Life, Accident & Health Insurance License: North Carolina (Current).