Catherine Patrick Email & Phone Number
Director of Financial Planning @ CORDA Investment Management
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Catherine Patrick Location
- Dallas, TX, US
Catherine Patrick Work
- 2025 -now Director of Financial Planning @
Catherine Patrick Education
- Texas A&M University
BS (Economics)
1999-2002
Catherine Patrick Skills
- Presentation Skills
- Qualified Retirement Plans
- Investments
- Cash Flow
- Disability Insurance
- Holistic Financial Planning
- Life Insurance
- Long Term Care Insurance
- Debt Management
Catherine Patrick Summary
- Catherine Patrick, based in Dallas, TX, US, is currently a Director of Financial Planning at CORDA Investment Management. Catherine Patrick holds a 1999 - 2002 BS in Economics @ 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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