Patrick Allen

Patrick Allen Email and Phone Number

Wealth Advisor @ Cardinal Wealth Management
bethesda, maryland, united states
Patrick Allen's Location
Bethesda, Maryland, United States, United States
Patrick Allen's Contact Details

Patrick Allen personal email

n/a
About Patrick Allen

Patrick Allen is a Wealth Advisor at Cardinal Wealth Management. He possess expertise in banking and credit management, titling and beneficiary designations, charitable giving, trading platform specialist, small business retirement plans and 6 more skills.

Patrick Allen's Current Company Details
Cardinal Wealth Management

Cardinal Wealth Management

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Wealth Advisor
bethesda, maryland, united states
Website:
cardinalwm.com
Employees:
2
Patrick Allen Work Experience Details
  • Cardinal Wealth Management
    Wealth Advisor
    Cardinal Wealth Management Oct 2024 - Present
    Bethesda, Maryland, United States
    View
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jul 2022 - Oct 2024
    Vienna, Virginia, United States
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
    View
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jul 2022 - Oct 2024
    Vienna, Virginia, United States
    Agent licensed to sell insurance through New York Life Insurance Company
    View
  • Eagle Strategies Llc
    Financial Advisor
    Eagle Strategies Llc Jul 2022 - Oct 2024
    Vienna, Va
    Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

Patrick Allen Skills

Banking And Credit Management Titling And Beneficiary Designations Charitable Giving Trading Platform Specialist Small Business Retirement Plans Mutual Funds Investments 401k Rollovers Strategy Asset Allocation Executive Compensation Planning

Frequently Asked Questions about Patrick Allen

What company does Patrick Allen work for?

Patrick Allen works for Cardinal Wealth Management

What is Patrick Allen's role at the current company?

Patrick Allen's current role is Wealth Advisor.

What is Patrick Allen's email address?

Patrick Allen's email address is pa****@****ssb.com

What skills is Patrick Allen known for?

Patrick Allen has skills like Banking And Credit Management, Titling And Beneficiary Designations, Charitable Giving, Trading Platform Specialist, Small Business Retirement Plans, Mutual Funds, Investments, 401k Rollovers, Strategy, Asset Allocation, Executive Compensation Planning.

Who are Patrick Allen's colleagues?

Patrick Allen's colleagues are Julie Picard.

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