Patrick McKay Email & Phone Number
Managing Director of Institutional Services @ Stokes Family Office
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Patrick McKay Location
- New Orleans, LA, US
Patrick McKay Work
- Managing Director of Institutional Services @ (March 2020 - Present)
- Vice President, Regional Sales Consultant @ (September 2014 - March 2020)
- Product Associate- Asset Management @ (April 2011 - September 2014)
- Financial Statement Specialist @ (August 2010 - April 2011)
Patrick McKay Education
- Louisiana State University
BS (Finance)
2006-2010
Patrick McKay Skills
- Qualified Retirement Plans
- Investments
- Asset Allocation
- Retirement Plan Consulting
- PowerPoint
- Business Development
- Financial Analysis
- Series 7
- 401(k) Retirement Savings Plans
- Sales Process
- Strategic Planning
- Finance
- Portfolio Management
- Sales Presentations
- Sales
- Mutual Funds
- Asset Management
- Investment Management
- Equities
- Presentations
Patrick McKay Summary
- Patrick McKay, based in New Orleans, LA, US, is currently a Managing Director of Institutional Services at Stokes Family Office. Patrick McKay brings experience from previous roles at Ladenburg Thalmann and Whitney National Bank. Patrick McKay holds a 2006 - 2010 BS in Finance @ Louisiana State University. With a robust skill set that includes Qualified Retirement Plans, Investments, Asset Allocation, Retirement Plan Consulting, PowerPoint and more. Patrick McKay has 2 emails and 1 mobile phone numbers on RocketReach.
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