2005 -2013 VP of Sales, Military and Law Enforcement @
2003 -2011 Staff Sergeant and Infantry Squad Leader @
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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