Patrick McMorran Location
- Boston, MA, US
Patrick McMorran Work
- 2023 -now Legal Specialist @ The Law Offices of Leigh Panettiere, Esq.
- 2024 -2024 Strategic Marketing Lead @
- 2023 -2023 Regional Sales Consultant - Northern Plains States @
- 2021 -2023 Advisor and Business Development Consultant @
- 2019 -2021 Internal Sales Consultant @
- 2018 -2019 Annuity Case Management @ Seeley Capital Management
- 2018 -2018 Independent Contractor @ New Horizon Consulting Group, LLC
- 2011 -2015 Director- Planning and Guidance Digital Tools Development @
- 2009 -2010 Sales Director- East Coast @
- 2004 -2008 VP, Institutional Institutional Insurance Channel Manager @
- 2002 -2004 VP Insurance Relationship Management @
- 1995 -2002 Sr. Key Accounts Director and Market Manager, Individual Variable and Group Annuity Products @
- 1992 -1995 Minor League Athletic Trainer @
- 1990 -1992 Clinical Athletic Trainer @ Onondaga Sports Medicine
Patrick McMorran Education
- Suffolk University
MBA, Marketing (Marketing)
2000-2004 - Syracuse University
Master of Science - MS, Kinesiology and Exercise Science (Kinesiology and Exercise Science)
1988-1990 - Boston College
BA, Education (Education)
1984-1988
Patrick McMorran Skills
- Leadership
- Development
- Customer Relationship Management Crm
- PowerPoint
- Social Media
- SharePoint
- Salesforce.com
- Jive SBS
- Business Relationship Management
- Retirement Planning
- Reporting And Analysis
- Sales
- Portfolio Management
- Data Analysis
- Investments
- Relationship Management
- Business Development
- Agile Methodologies
- Business Analysis
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Mutual Funds
- Variable Products
- Microsoft Office
- Marketing
- Asset Management
- Microsoft Excel
- Cross Functional Team Leadership
- Product Management
- Customer Service
- Rational Team Concert
- Requirements Gathering
- Business Strategy
- Management
- Product Development
- Project Management
- Marketing Strategy
- Analytics
- Retirement
- Services
- Recruiting
- CRM
- Feature Prioritization
- Scope Management
- Program Management
- Customer Relationship Management
Patrick McMorran Summary
- Patrick McMorran, based in Boston, MA, US, is currently a Legal Specialist at The Law Offices of Leigh Panettiere, Esq.. Patrick McMorran brings experience from previous roles at Prime Pensions, Inc. and The Retirement Advantage, Inc. (TRA). Patrick McMorran holds a 2000 - 2004 MBA, Marketing in Marketing @ Suffolk University. With a robust skill set that includes Leadership, Development, Customer Relationship Management Crm, PowerPoint, Social Media and more. Patrick McMorran has 2 emails and 1 mobile phone numbers on RocketReach.
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