Wealth Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Patrick Allen Email & Phone Number
Wealth Advisor
at
Cardinal Wealth Management
1 work email found
@cardinalwm.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Bethesda, Maryland, United States
Company size
Who is Patrick Allen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Allen is listed as Wealth Advisor at Cardinal Wealth Management, a with 2 employees, based in Bethesda, Maryland, United States. AeroLeads shows a work email signal at cardinalwm.com and a matched LinkedIn profile for Patrick Allen.
Patrick Allen previously worked as Financial Services Professional at Nylife Securities Llc and Agent at New York Life Insurance Company.
Company email context
Email format at Cardinal Wealth Management
This section adds company-level context without repeating Patrick Allen's masked contact details.
{first}.{last}@cardinalwm.com
89% confidence
AeroLeads found 1 current-domain work email signal for Patrick Allen. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Banking And Credit Management, Titling And Beneficiary Designations, Charitable Giving, Trading Platform Specialist, and 7 others.
Current workplace
Patrick Allen's current company
Company context helps verify the profile and gives searchers a useful next step.
Cardinal Wealth Management
4 roles
Patrick Allen work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
Jul 2022 - Oct 2024
Agent
Agent licensed to sell insurance through New York Life Insurance Company
Jul 2022 - Oct 2024
Financial Advisor
Eagle Strategies Llc
Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.
Jul 2022 - Oct 2024
FAQ
Frequently asked questions about Patrick Allen
Quick answers generated from the profile data available on this page.
What company does Patrick Allen work for?
Patrick Allen works for Cardinal Wealth Management.
What is Patrick Allen's role at Cardinal Wealth Management?
Patrick Allen is listed as Wealth Advisor at Cardinal Wealth Management.
What is Patrick Allen's email address?
AeroLeads has found 1 work email signal at @cardinalwm.com for Patrick Allen at Cardinal Wealth Management.
Where is Patrick Allen based?
Patrick Allen is based in Bethesda, Maryland, United States while working with Cardinal Wealth Management.
What companies has Patrick Allen worked for?
Patrick Allen has worked for Cardinal Wealth Management, Nylife Securities Llc, New York Life Insurance Company, and Eagle Strategies Llc.
Who are Patrick Allen's colleagues at Cardinal Wealth Management?
Patrick Allen's colleagues at Cardinal Wealth Management include Julie Picard.
How can I contact Patrick Allen?
You can use AeroLeads to view verified contact signals for Patrick Allen at Cardinal Wealth Management, including work email, phone, and LinkedIn data when available.
What skills is Patrick Allen known for?
Patrick Allen is listed with skills including Banking And Credit Management, Titling And Beneficiary Designations, Charitable Giving, Trading Platform Specialist, Small Business Retirement Plans, Mutual Funds, Investments, and 401K Rollovers.
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