Patrick McCall Email & Phone Number
Associate Vice President @ Capital Square
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Patrick McCall Location
- Atlanta, GA, US
Patrick McCall Work
- 2025 -now Associate Vice President @
- 2022 -2025 Associate Vice President @
- 2021 -2022 Wholesaler @
- 2021 -2021 Private Client Group @
- 2017 -2021 Wholesaler @
- 2017 -2017 Retirement Plan Specialist @
- 2015 -2016 Financial Advisor @
- 2013 -2015 Financial Representative @
- 2013 -2013 Financial Representative- Internship @
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 1 mobile phone numbers on RocketReach.
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