Patrick Mcnamara Email & Phone Number
Senior Vice President, Certified Financial Planner Tm @ Claro Advisors
Patrick Mcnamara's Location
Boston, Massachusetts, United States
Patrick Mcnamara's Work
- Senior Vice President, Certified Financial Planner Tm @ Claro Advisors
- CFP , Wealth Advisor, Portfolio Management Director, Senior Vice President - Wealth Management @ Morgan Stanley
- Sales Analyst @ Goldman Sachs
- Brokerage Representative @ Fidelity Investments
Patrick Mcnamara's Education
- Boston College
Master of Business Administration (Business Administration, Business)
1998 - 2000 - State University of New York College at Oswego
Bachelor of Science (Business Administration, Business)
1991 - 1995 - West Genesee Senior High School
Patrick Mcnamara's Skills
- Financial Advisory
- Retirement Plan Design
Patrick Mcnamara's Summary
Patrick McNamara, based in Boston, Massachusetts, United States, is currently a Senior Vice President, Certified Financial Planner Tm at Claro Advisors, Llc., bringing experience from previous roles at Morgan Stanley, Goldman Sachs and Fidelity Investments. Patrick McNamara holds a 1998 - 2000 Master of Business Administration in Business Administration, Business @ Boston College. With a robust skill set that includes Financial Advisory, Retirement Plan Design and more, Patrick McNamara contributes valuable insights to the industry. Patrick McNamara has 2 emails and 1 mobile phone number on RocketReach.
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