Planning and Guidance Consultant @ (January 2012 - April 2013)
Sr. Investment Education Consultant @ (October 2010 - January 2012)
Investment Education Consultant @ (June 2007 - October 2010)
Financial Representative @ (October 2005 - June 2007)
Patrick McCormick Education
Capital University
Master of Business Administration - MBA (Business Administration and Management, General)
2016-2018
The Ohio State University
Bachelor of Science (BS) (Consumer Affairs & Economics)
2002-2005
Patrick McCormick Skills
Accelerated Growth & Improvement
Business Case Development
Business Development
Business Relationship Management
Capital Markets
Change Management
Competitive Analysis
Consulting
Customer Relationship Management (CRM)
Economics
Employee Training
Finance
Fundraising
Innovative Team Leadership
Instructional Design
Investment Education
Investments
Leadership
Management
Microsoft PowerPoint
Mutual Funds
Organizational Development
Performance Management
Process Improvement
Program Management
Project Management
Public Speaking
Research
Revenue Growth & Sales
Sales Presentations
Strategic Planning
Training
Training & Development
Sales Process
Salesforce.com
Gain Trust And Cooperation Of Staff
Insurance
Deliver Measurable Results And Team Building
Business Analysis
Training And Professional Development
Training Material Development
Sales Management
Advanced Public Speaking And Presentation Skills
Financial Analysis
Curriculum Development
Customer Relationship Management Crm
Accelerated Growth and Improvement
Training and Development
Revenue Growth and Sales
Customer Relationship Management
Patrick McCormick Summary
Patrick McCormick, based in Columbus, OH, US, is currently a Regional Vice President at Fisher Investments. Patrick McCormick brings experience from previous roles at TIAA, E*TRADE Financial Corporation and Fidelity Investments. Patrick McCormick holds a 2016 - 2018 Master of Business Administration - MBA in Business Administration and Management, General @ Capital University. With a robust skill set that includes Accelerated Growth & Improvement, Business Case Development, Business Development, Business Relationship Management, Capital Markets and more. Patrick McCormick has 3 emails and 2 mobile phone numbers on RocketReach.
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