Patrick McGuiness Email & Phone Number
Private Client Relationship Manager @ E-Logic Info Tech Ltd
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Patrick McGuiness Location
- Boston, MA, US
Patrick McGuiness Work
- Private Client Relationship Manager @ (April 2023 - Present)
- Technical Sergeant @ (November 2022 - Present)
- Private Client Relationship Manager @ (April 2017 - November 2022)
- Financial Advisor @ (September 2013 - April 2016)
- VP of Sales, Military and Law Enforcement @ (October 2005 - September 2013)
- Staff Sergeant and Infantry Squad Leader @ (August 2003 - July 2011)
Patrick McGuiness Education
- Norwich University
MBA Finance (Finance)
2016-2018 - Saint Anselm College
BA (Criminal Justice)
1997-2001
Patrick McGuiness Skills
- Series 7
- Series 66
- Military
- Army
- Retirement Planning
- Sales
- Financial Services
- Wealth Management
- Sales Management
- Business Development
- Financial Analysis
- Research
- Financial Modeling
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Microsoft Excel
- Microsoft Office
- Salesforce.com
- Microsoft PowerPoint
- Management
- Leadership
- Team Leadership
- College Savings Plans
- ETFs
- Investment Research
- Finance
- Banking
- International Sales
- Strategic Planning
- Customer Service
- Veteran
Patrick McGuiness Summary
- Patrick McGuiness, based in Boston, MA, US, is currently a Private Client Relationship Manager at TD. Patrick McGuiness brings experience from previous roles at Massachusetts Air National Guard, Citizens, Edward Jones and N-Vision Optics, LLC. Patrick McGuiness holds a 2016 - 2018 MBA Finance in Finance @ Norwich University. With a robust skill set that includes Series 7, Series 66, Military, Army, Retirement Planning and more. Patrick McGuiness has 2 emails and 1 mobile phone numbers on RocketReach.
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Jennifer Weber
Chief Information Officer
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