Welcome back,
Patrick

Patrick
O'Connor
Wealth Advisor
poconnor@hhmwealth.com
(901) 603-5176
Memphis
Marketing Points Overview
Current Total
27
pts
Required per Quarter
20
pts
Rewards portal is now live. More features coming soon.
Q1
109
pts
Q2
115
pts
Q3
27
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
27
10
0
20
Quarterly Marketing Point Leaders
Randy
Dummer
Emma
Benzing
Elizabeth
Oberg
Drake
Dupree
Aidan
Kennedy
Jacob
Pardue
Steve
Ramsey
Rachael
Yager
Firm Highlights
New Hires

Glori
Presley
Supervisor
Memphis
Birthdays Coming Soon

Kimberly
Parker
Sep 19

Melissa
Cordell
Sep 20

Gabby
Gregory
Sep 21

Travis
Moths
Sep 22

Harry
Heinz
Sep 23
Expense Reports
View All
Next Reimbursement Date
September 25, 2026
PTO Request
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Upcoming Events
View Calendar
Sep
17
Something Social | MEM
Memphis
Sep
18
Something Social | CHA/CLE
Chattanooga
12:00 PM
Sep
22
Dine and Dash
Pensacola
Oct
22
Dine and Dash
Cleveland
Oct
27
Dine and Dash
Chattanooga
Submission History
X
September 1, 2026
BD - Take a Prospect to Lunch or Breakfast — 10 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 10 pts
CR - Uncover an Additional Service for Existing Client — 5 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts
.png)
.png)