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
- 2023 -now Private Client Relationship Manager @
- 2022 -now Technical Sergeant @
- 2017 -2022 Private Client Relationship Manager @
- 2013 -2016 Financial Advisor @
- 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 2 mobile phone numbers on RocketReach.
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Top E-Logic Info Tech Ltd Employees
Stephen Sparkes
Chief Information Security Officer
New York, NY, US
Burwell Gunn
President, COO and Vice Chairman
Virginia, United States
Jennie Platt
Chief Marketing Officer, TD Bank, America’s Most Convenient Bank
New York, United States
Tom Gallagher
CFO, US Franchise Credit Cards and Unsecured Lending
Philadelphia, PA, US
Jim Grech
Chief Technology Officer
New York, NY, US
Mike French
President and CEO, TD Group US Holdings LLC
Toronto, ON, CA
Venkat Ram
Chief Product Owner
Kitchener, ON, CA
Aline Arslanian
CIO and SVP - Head of Engineering U.S.
Philadelphia, PA, US
Jennifer Weber
Chief Information Officer
Philadelphia, PA, US
Lucy Xie
CFO - US Credit Cards and Unsecured Lending
New York, NY, US
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