Cfp Catherine Mcnally Patrick
No headline available | Dallas, Texas, United States
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Cfp Catherine Mcnally Patrick’s Emails ca****@bl****.com
Cfp Catherine Mcnally Patrick’s Phone Numbers No phone number available.
Social Media
Cfp Catherine Mcnally Patrick’s Location Dallas, Texas, United States
Cfp Catherine Mcnally Patrick’s Expertise Senior Financial Planner; Former SMU Certificate Program in Financial Planning Instructor
Cfp Catherine Mcnally Patrick’s Current Industry Corda Investment Management
Cfp
Catherine Mcnally Patrick’s Prior Industry
Fidelity Investments
|
Compass Savings Bank
|
World Savingsatlas Securities
|
Nasdaq
|
Bay Colony Partners
|
Milliman
|
Bluecrest Financial Alliances
|
Corda Investment Management
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Work Experience
Corda Investment Management
Senior Financial Planner
Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bluecrest Financial Alliances
VP of Wealth Mgmt & Financial Planning
Mon May 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Bluecrest Financial Alliances
Financial Advisor
Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Milliman
Retirement Education/Communication Consultant
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Bay Colony Partners
Financial Advisor
Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Nasdaq
Investor Relations Client Account Manager
Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Retirement Investment Specialist
Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
World Savingsatlas Securities
Financial Advisor
Wed Oct 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Compass Savings Bank
Financial Advisor
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Co-op
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Catherine Mcnally Patrick Email Addresses
FAQ About Cfp Catherine Mcnally Patrick
-
Cfp Catherine Mcnally Patrick is located at
Dallas, Texas, United States -
Cfp Catherine Mcnally Patrick is a
Corda Investment Management -
Cfp Catherine Mcnally Patrick currently works in the
Corda Investment Management -
Cfp Catherine Mcnally Patrick specializes in
Senior Financial Planner; Former SMU Certificate Program in Financial Planning Instructor -
Cfp Catherine Mcnally Patrick speaks the following languages:
No languages available. -
Cfp Catherine Mcnally Patrick has prior experience in the following industries:
Bluecrest Financial Alliances , Bluecrest Financial Alliances , Milliman , Bay Colony Partners , Nasdaq , Fidelity Investments , World Savingsatlas Securities , Compass Savings Bank , Fidelity Investments -
Cfp Catherine Mcnally Patrick has the following professional experience:
Corda Investment Management , Bluecrest Financial Alliances , Bluecrest Financial Alliances , Milliman , Bay Colony Partners , Nasdaq , Fidelity Investments , World Savingsatlas Securities , Compass Savings Bank , Fidelity Investments . -
You can view Cfp Catherine Mcnally Patrick’s
LinkedIn profile at LinkedIn URL. -
Cfp Catherine Mcnally Patrick’s work email addresses are
[email protected] . -
Cfp Catherine Mcnally Patrick works at
Corda Investment Management
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