Catherine Patrick Email & Phone Number

Director of Financial Planning @ CORDA Investment Management

5 free lookup(s).

Catherine Patrick Location

Dallas, TX, US

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

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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 2 emails and 2 mobile phone numbers on RocketReach.

Catherine Patrick Emails

Found 2 emails

Catherine Patrick Phone Numbers

Found 3 phone numbers

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Top CORDA Investment Management Employees

Brian Raupp

Portfolio Management and Trading at CORDA Investment Management

Houston, TX, US
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- cordamanagement.com
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Elizabeth Nierzwicki

Senior Financial Advisor at CORDA Investment Management

Denver, CO, US
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John Schloegel

Portfolio Manager at CORDA Investment Management

Houston, TX, US
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- cordamanagement.com
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- +1 512-940-XXXX
Rami Odeh

Senior Financial Advisor and Head of Tax Services at CORDA Investment Management

Austin, TX, US
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- gmail.com
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- +1 830-672-XXXX
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Catherine Patrick

Director of Financial Planning at CORDA Investment Management

Dallas, TX, US
2
- yahoo.com
- cordamanagement.com
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- +1 972-686-XXXX
- +1 214-701-XXXX
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Javier Parada

Senior Financial Advisor at CORDA Investment Management

Texas, United States
1
- cordamanagement.com
Olivia Rojas

Customer Support Specialist at CORDA Investment Management

Plano, TX, US
2
- cordamanagement.com
- gmail.com
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- +1 972-934-XXXX
- +1 972-217-XXXX
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Alexandra Neault

Financial Advisor at CORDA Investment Management

Austin, TX, US
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- gmail.com
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- +1 813-826-XXXX
- +1 813-766-XXXX
Sherri Piesche

Front Office Manager and Client Support Specialist at CORDA Investment Management

Houston, TX, US
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- cordamanagement.com
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- +1 847-540-XXXX
- +1 312-595-XXXX
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Yara Alberto

Financial Data Analyst at CORDA Investment Management

Houston, TX, US
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Brooke Naghavi

Senior Financial Consultant at CORDA Investment Management

Houston, TX, US
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- cordamanagement.com
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