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Patrick McCloskey Location
Manhattan Beach, CA, US
Patrick McCloskey Work
2008 -now Managing Director-Investment Only @
2003 -2007 Regional Vice President @
2002 -2003 Financial Advisor @
Patrick McCloskey Education
University of South Carolina - The Moore School of Business
Finance/Marketing
Patrick McCloskey Skills
Portfolio Management
Financial Reporting
Marketing
Public Speaking
Customer Service
Strategic Planning
Sales
Enterprise Software
Strategic Partnerships
Mutual Funds
Patrick McCloskey Summary
Patrick McCloskey, based in Manhattan Beach, CA, US, is currently a Managing Director-Investment Only at Principal Global Investors. Patrick McCloskey brings experience from previous roles at Fidelity Investments and Morgan Stanley Wealth Management. Patrick McCloskey holds a Finance/Marketing @ University of South Carolina - The Moore School of Business. With a robust skill set that includes Portfolio Management, Financial Reporting, Marketing, Public Speaking, Customer Service and more. Patrick McCloskey has 2 emails and 1 mobile phone numbers on RocketReach.
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