Patrick McGlashan Email & Phone Number
AVP Financial Advisor @ E-Logic Info Tech Ltd
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Patrick McGlashan Location
- Cherry Hill, NJ, US
Patrick McGlashan Work
- 2021 -now AVP Financial Advisor @
- 2019 -2021 Wealth Specialist @
- 2017 -2019 FSR @
- 2015 -2016 Director of Player Relations @ NBARetirement.com
- 2007 -2016 Independent Advisor @ Safe Money Resource
- 2003 -2007 Vice President @ Roster Financial
- 1996 -2005 Self Employed Registered Representative @ Siracusa Benefits Program
Patrick McGlashan Education
- Seton Hall University
Bachelor's degree (Psychology)
1989-1994 - Egg Harbor Township HS
(College prep)
1987-1989
Patrick McGlashan Skills
- Wealth Management Services
- Strategic Financial Planning
- Income Protection
- Indexed Annuities
- Variable Annuities
- Fixed Annuities
- Fixed Income
- Life Insurance
- Retirement
- 403 b
- Retirement Planning
- Wealth
- 401k Rollovers
- Financial Planners
- Financial Planning
- Series 6
- Insurance
- Strategic Planning
- Long-term Care
- Term Life Insurance
- Long Term Care
Patrick McGlashan Summary
- Patrick McGlashan, based in Cherry Hill, NJ, US, is currently a AVP Financial Advisor at TD. Patrick McGlashan brings experience from previous roles at TD, NBARetirement.com and Safe Money Resource. Patrick McGlashan holds a 1989 - 1994 Bachelor's degree in Psychology @ Seton Hall University. With a robust skill set that includes Wealth Management Services, Strategic Financial Planning, Income Protection, Indexed Annuities, Variable Annuities and more. Patrick McGlashan has 2 emails and 3 mobile phone numbers on RocketReach.
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Top E-Logic Info Tech Ltd Employees
Stephen Sparkes
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President, COO and Vice Chairman
Virginia, United States
Jennie Platt
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Tom Gallagher
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Jim Grech
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New York, NY, US
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Toronto, ON, CA
Lalit Dhawan
CIO, US Commercial Banking and AI Solutions
Cranbury Township, NJ, US
Venkat Ram
Chief Product Owner
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Leo Salom
President and CEO, TD Bank U.S.
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Aline Arslanian
CIO and SVP - Head of Engineering U.S.
Philadelphia, PA, US
Jennifer Weber
Chief Information Officer
Philadelphia, PA, US
Lucy Xie
Head of Personal Lending and Network Office (US)
New York, NY, US
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