Patrick Devaney Email & Phone Number
Wealth Manager @ LPL Financial
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Patrick Devaney Location
- Yorktown Heights, NY, US
Patrick Devaney Work
- 2020 - now Wealth Manager @
- 2009 - 2020 Financial Advisor @
- 1998 - 2009 Financial Advisor @
Patrick Devaney Education
- Archbishop Stepinac H.S.
Yes (Education)
1996 - 2000
Patrick Devaney Skills
- Leadership
- Customer Experience
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Social Media
- Fixed Annuities
- Retirement Planning
- Community Relations
- Investments
- Mortgage Lending
- Finance
- 401k
- Strategic Planning
- Investment Advisory
- Client Management
- Asset Allocation
- Asset Managment
- Wealth Management
- Mutual Funds
- Business Planning
- Relationship Building
- Risk Management
- Analytical
- Decision Making
- Attention to Detail
- Strategic Financial
- Retirement
- Services
- Series 65
- Series 7
- Ethical Character
Patrick Devaney Summary
- Patrick Devaney, based in Yorktown Heights, NY, US, is currently a Wealth Manager at LPL Financial. Patrick Devaney brings experience from previous roles at Ameriprise Financial Services, Inc. and Citi Smith Barney. Patrick Devaney holds a 1996 - 2000 Yes in Education @ Archbishop Stepinac H.S.. With a robust skill set that includes Leadership, Customer Experience, Alternative Investments, Estate Planning, Financial Advisory and more. Patrick Devaney has 1 emails and 1 mobile phone numbers on RocketReach.
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