Pat McEvoy Email & Phone Number
Founder and CEO
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Pat McEvoy Location
- United States
Pat McEvoy Work
- Founder and CEO @ Independent Advisor Management (April 2024 - Present)
- Senior Vice President, Life Distribution @ (January 2014 - February 2024)
- President and CEO @ (January 2009 - January 2014)
- President and CEO @ Multi Financial Services (January 2002 - January 2009)
Pat McEvoy Education
- Regis University
Pat McEvoy Skills
- Retirement Planning
- Financial Advisory
- Insurance
- Asset Management
- Management
- Financial Services
- Series 7
- Asset Allocation
- Investments
- Sales Management
- Executive Development
- Strategic Planning
- Strategic Financial Planning
- Fixed Annuities
- Mutual Funds
- Sales
- Recruiting
- Team Leadership
- Strategic Leadership
- Financial Product Development
- Wealth Management
- Securities
- Retirement
- Leadership Development
- Organizational Development
- Fiscally Responsible
- Estate Planning
- Marketing
- Business Development
- Microsoft Excel
- Business Strategy
- Leadership
Pat McEvoy Summary
- Pat McEvoy, based in United States, is currently a Founder and CEO at Independent Advisor Management. Pat McEvoy brings experience from previous roles at Ohio National Financial Services, Woodbury Financial Services and Multi Financial Services. Pat McEvoy holds a Regis University. With a robust skill set that includes Retirement Planning, Financial Advisory, Insurance, Asset Management, Management and more. Pat McEvoy has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Pat McEvoy?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co