Patrick McCall Email & Phone Number
Associate Vice President @ Capital Square
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Patrick McCall Location
- Atlanta, GA, US
Patrick McCall Work
- Associate Vice President @ (September 2025 - Present)
- Associate Vice President @ (September 2022 - April 2025)
- Wholesaler @ (December 2021 - September 2022)
- Private Client Group @ (October 2021 - December 2021)
- Wholesaler @ (April 2017 - April 2021)
- Retirement Plan Specialist @ (February 2017 - April 2017)
- Financial Advisor @ (February 2015 - August 2016)
- Financial Representative @ (May 2013 - February 2015)
- Financial Representative- Internship @ (February 2013 - April 2013)
Patrick McCall Education
- University of Tampa
Bachelor's Degree (International Business and Entrepreneurship)
2008-2012 - Indian River State College
(Business Administration and Management, General)
Patrick McCall Skills
- Cash Flow Analysis
- Public Speaking
- Client Relations
- Fixed Annuities
- Indexed Annuities
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Client Services
- Investment Portfolio
- Variable Annuities
- Asset Allocation
- Strategic Planning
- Asset Protection
- Life Insurance
- Microsoft Office
- Qualified Retirement Plans
- Asset Management
- Deferred Compensation
- Disability Insurance
- Long Term Care Insurance
- Client Rapport
Patrick McCall Summary
- Patrick McCall, based in Atlanta, GA, US, is currently a Associate Vice President at Capital Square. Patrick McCall brings experience from previous roles at Preferred Capital Securities, LLC, Howard Capital Management, Inc., JPMorgan Chase & Co. and John Hancock. Patrick McCall holds a 2008 - 2012 Bachelor's Degree in International Business and Entrepreneurship @ University of Tampa. With a robust skill set that includes Cash Flow Analysis, Public Speaking, Client Relations, Fixed Annuities, Indexed Annuities and more. Patrick McCall has 1 emails and 2 mobile phone numbers on RocketReach.
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