2019 -2020 Advisor @ Prudent Street Financial Advisors, LLC
2018 -2019 Vice President, Sales @
2014 -2018 Account Executive, SmartDollar @
2012 -2014 Retirement Plan Consultant @
2010 -2011 Vice President, Account Executive @
2007 -2009 Regional Sales Consultant @
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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