Catherine Patrick Email & Phone Number
VP of Wealth Mgmt and Financial Planning @ MassMutual Dallas-Fort Worth
Catherine Patrick's Location
Dallas, TX, US
Catherine Patrick's Work
- VP of Wealth Mgmt and Financial Planning @ MassMutual Dallas-Fort Worth
- Financial Advisor @ MassMutual Dallas-Fort Worth
Catherine Patrick's Education
- Texas A&M University1999 - 2002
Catherine Patrick's Skills
- Presentation Skills
- Qualified Retirement Plans
- Investments
- Cash Flow
- Disability Insurance
- Holistic Financial Planning
- Life Insurance
- Long Term Care Insurance
- Debt Management
Catherine Patrick's Summary
Catherine Patrick, based in Dallas, TX, US, is currently a VP of Wealth Mgmt and Financial Planning at Bluecrest Financial Alliances, bringing experience from previous roles at Bluecrest Financial Alliances. Catherine Patrick holds a 1999 - 2002 Texas A&M University. With a robust skill set that includes Presentation Skills, Qualified Retirement Plans, Investments, Cash Flow, Disability Insurance and more, Catherine Patrick contributes valuable insights to the industry. Catherine Patrick has 2 emails on RocketReach.
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