2024 -
now Vice President, Senior Investment Consultant @
2016 -
2024 Managing Director @
2016 -
2016 Associate Managing Director @
1998 -
2015 Managing Partner @
1996 -
1998 Partner @
1993 -
1996 Agent @
Patrick McCraw Education
Ole Miss
Bachelor's degree (Accounting)
Mississippi College
Master of Business Administration (MBA) (Accounting/Finance/Management)
Patrick McCraw Skills
Relationship Building
Financial Planning
Series 65
Series 7
Series 24
Series 6
Series 63
Series 22
Life Insurance
Property & Casualty Insurance
Leadership Development
Change Management
Marketing Strategy
Marketing
Customer Service
Property and Casualty Insurance
Public Speaking
Leadership
Microsoft Office
Securities
Investments
Financial Goals
401K Retirement Savings Plans
Retirement Planning
Financial Services
Wealth Management
401 Retirement Savings Plans
Patrick McCraw Summary
Patrick McCraw, based in Madison, MS, US, is currently a Vice President, Senior Investment Consultant at Hancock Whitney. Patrick McCraw brings experience from previous roles at Prudential Financial and New York Life Insurance Company. Patrick McCraw holds a Bachelor's degree in Accounting @ Ole Miss. With a robust skill set that includes Relationship Building, Financial Planning, Series 65, Series 7, Series 24 and more. Patrick McCraw has 1 emails and 1 mobile phone numbers on RocketReach.
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