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Patrick McGrory Location
Philadelphia, PA, US
Patrick McGrory Work
2022 -now Founder and Private Wealth Advisor @
2024 -now Treasurer @
2007 -now Chairman of the Foundation @ Raskob Foundation for Catholic Activities - Page
1997 -now Trustee @ Bill Raskob Foundation
2000 -2022 Private Wealth Advisor @
2009 -2010 Adjunct Professor @
Patrick McGrory Education
The American College of Financial Services
MSFS (Masters of Science in Financial Services)
2007-2008
Saint Joseph's University
BS (Psychology)
1995-1999
The American College
Doctoral Student (Financial and Retirement Planning)
Patrick McGrory Skills
Protection Planning
Tax Reduction Strategies
Nonprofits
Finance
Workplace Giving
Strategic Planning
Due Diligence
Intellectual Property
Licensing
Patrick McGrory Summary
Patrick McGrory, based in Philadelphia, PA, US, is currently a Treasurer at Global Solidarity Fund. Patrick McGrory brings experience from previous roles at Liberty Point Advisors, Raskob Foundation for Catholic Activities - Page, Bill Raskob Foundation and Ameriprise Financial Services, LLC. Patrick McGrory holds a 2007 - 2008 MSFS in Masters of Science in Financial Services @ The American College of Financial Services. With a robust skill set that includes Protection Planning, Tax Reduction Strategies, Nonprofits, Finance, Workplace Giving and more. Patrick McGrory has 1 emails and 2 mobile phone numbers on RocketReach.
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