Patrick McGrady Email & Phone Number
VP, Relationship Management @ LPL Financial
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Patrick McGrady Location
- Red Bank, NJ, US
Patrick McGrady Work
- 2025 -now VP, Relationship Management @
- 2020 -2025 Equity Trader – US SMIDs @
- 2015 -2020 Head of Employee Wealth Services @
- 2011 -2015 Vice President, Market Sales Manager II @
- 2008 -2011 Financial Advisor and Client Relationship Manager @ Cetera Advisor Networks LLC
Patrick McGrady Education
- NYU School of Professional Studies
Certificate in Financial Planning
2011-2012 - Marist University
Bachelor of Arts (B.A.)
2004-2008
Patrick McGrady Skills
- Investments
- Asset Management
- Financial Services
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Financial Markets
- Retirement Planning
- Banking
- Financial Analysis
- Sales Management
- Finance
- Wealth Management
- Asset Allocation
- Equities
- Leadership
- Microsoft Excel
- Marketing
- Sales
- Project Management
Patrick McGrady Summary
- Patrick McGrady, based in Red Bank, NJ, US, is currently a VP, Relationship Management at LPL Financial. Patrick McGrady brings experience from previous roles at Independent Trader, UBS, Merrill Lynch and Cetera Advisor Networks LLC. Patrick McGrady holds a 2011 - 2012 Certificate in Financial Planning @ NYU School of Professional Studies. With a robust skill set that includes Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies and more. Patrick McGrady has 1 emails and 1 mobile phone numbers on RocketReach.
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