Pat McGarry Email & Phone Number
Regional Sales Engineer covering TN, KY, MO, KS, So. IL, So. OH @ Fuses Unlimited
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Pat McGarry Location
- United States
Pat McGarry Work
- Regional Sales Engineer covering TN, KY, MO, KS, So. IL, So. OH @ (June 2024 - Present)
- Off-Ice Official @ (September 2023 - December 2025)
- Financial Advisor @ (August 2020 - May 2024)
- Advisor @ Prudent Street Financial Advisors, LLC (July 2019 - June 2020)
- Vice President, Sales @ (May 2018 - April 2019)
- Account Executive, SmartDollar @ (November 2014 - May 2018)
- Retirement Plan Consultant @ (January 2012 - November 2014)
- Vice President, Account Executive @ (January 2010 - December 2011)
- Regional Sales Consultant @ (June 2007 - December 2009)
Pat McGarry Education
- Hamilton College
Bachelor of Arts (Economics)
2004-2007 - The Hill School 1999-2002
- Kennett High School 1997-1999
Pat McGarry Skills
- National Sales Management
- Disability Income Insurance Planing
- Income Tax Planning
- Estate Tax Planning
- 401(k) Rollovers
- Retirement Income Planning
- Roth Conversions
- Long Term Care Planning
- Life Insurance Planning
- Employer Group Benefits Design
- Financial Wellness Education for Employees
- Investment Tax Location Planning
- Small Business 401k Plan Design
- Fiduciary Liability
- Prudent Process
- Retirement
- ERISA
- 401k
- 403b
- Plan Design
- Participant Education
- Debt Elimination
- Coaching Hockey
- Team Building
- Project Planning
- Accounting
- Strategy
Pat McGarry Summary
- Pat McGarry, based in United States, is currently a Regional Sales Engineer covering TN, KY, MO, KS, So. IL, So. OH at Fuses Unlimited. Pat McGarry brings experience from previous roles at National Hockey League (NHL), Thrivent, Prudent Street Financial Advisors, LLC and Vestwell. Pat McGarry holds a 2004 - 2007 Bachelor of Arts in Economics @ Hamilton College. With a robust skill set that includes National Sales Management, Disability Income Insurance Planing, Income Tax Planning, Estate Tax Planning, 401(k) Rollovers and more. Pat McGarry has 2 emails and 3 mobile phone numbers on RocketReach.
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