Patrick McSherry Email & Phone Number
Regional Vice President @ InspereX
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Patrick McSherry Location
- Los Angeles, CA, US
Patrick McSherry Work
- 2018 -now Regional Vice President @
- 2015 -2018 National Sales Manager @ Lucia Capital Management
- 2014 -2015 Regional Vice President of Liquid Alternative Investments @
- 2013 -2014 EVP of Marketing and Communications @ FolioMetrix
- 2012 -2013 EVP of Business Development @ CHAMPION ENTERTAINMENT
- 2011 -2012 Vice President, Institutional Sales @ ALETHEIA RESEARCH & MANAGEMENT INC
- 2008 -2010 Senior Director @ RYDEX/SGI
- 2006 -2008 Director @
- 1998 -2006 Vice President, Regional Coordinator @
- 1995 -1998 Executive Director, Asia Market @ DEARBORN FINANCIAL INSTITUTE
- 1997 -1998 Guest Lecturer @ The Stock Exchange of Hong Kong
- 1993 -1995 Branch Manager @ FINANCIAL SCIENCES INC
- 1992 -1993 Financial Consultant @ SHEARSON LEHMAN BROTHERS
- 1991 -1992 Fixed Income Specialist @ MCLAUGHLIN PIVEN & VOGEL
Patrick McSherry Education
- CMFC · College of Financial Planning 2001-2001
- Skidmore College
Bachelor of Arts (BA) (Political Science and Government)
1985-1989
Patrick McSherry Skills
- Alternative Investments
- Institutional Sales
- Mutual Funds
- Derivatives
- Financial Services
- Series 24
- Series 7
- FINRA
- Options
- Equities
- Strategic Financial Planning
- Securities
- Asset Allocation
- Hedge Funds
- Fixed Income
- Capital Markets
- Wealth Management
- Investments
- Asset Management
- Relationship Management
- Investment Strategies
- Retirement
- Finance
- Risk Management
- Series 63
- ETFs
- Fixed Annuities
- Investment Advisory
- Investment Management
- Separately Managed Accounts
- Portfolio Management
- Financial Advisory
- Structured Products
- 401k
- Retirement Planning
Patrick McSherry Summary
- Patrick McSherry, based in Los Angeles, CA, US, is currently a Regional Vice President at InspereX. Patrick McSherry brings experience from previous roles at Lucia Capital Management, Realty Capital Securities, FolioMetrix and CHAMPION ENTERTAINMENT. Patrick McSherry holds a 2001 - 2001 CMFC · College of Financial Planning. With a robust skill set that includes Alternative Investments, Institutional Sales, Mutual Funds, Derivatives, Financial Services and more. Patrick McSherry has 3 emails on RocketReach.
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Joe Cagno
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