Patrick McNamara Email & Phone Number
Senior Vice President, Certified Financial Planner ™️ @ Claro Advisors
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Patrick McNamara Location
- Boston, MA, US
Patrick McNamara Work
- 2019 -now Senior Vice President, Certified Financial Planner ™️ @
- 2000 -2019 CFP®, Wealth Advisor, Portfolio Management Director, Senior Vice President - Wealth Management @ Morgan Stanley
- 1998 -2000 Sales Analyst @ Goldman Sachs
- 1995 -1998 Brokerage Representative @ Fidelity Investments
Patrick McNamara Education
- Boston College - Wallace E. Carroll Graduate School of Management
MBA (Business Administration)
1998-2000 - State University of New York College at Oswego
BS (Business Administration)
1991-1995
Patrick McNamara Skills
- Financial Advisory
- Retirement Plan Design
- tax efficient investment management
- closed-end fund trading
- Equities
- Financial Planning
- Retirement
Patrick McNamara Summary
- Patrick McNamara, based in Boston, MA, US, is currently a Senior Vice President, Certified Financial Planner ™️ at Claro Advisors. Patrick McNamara brings experience from previous roles at Morgan Stanley, Goldman Sachs and Fidelity Investments. Patrick McNamara holds a 1998 - 2000 MBA in Business Administration @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Financial Advisory, Retirement Plan Design, tax efficient investment management, closed-end fund trading, Equities and more. Patrick McNamara has 2 emails and 2 mobile phone numbers on RocketReach.
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