Patrick Mcsherry

Patrick Mcsherry Email and Phone Number

Regional Vice President @ InspereX
Patrick Mcsherry's Location
Los Angeles, California, United States, United States
Patrick Mcsherry's Contact Details

Patrick Mcsherry work email

Patrick Mcsherry personal email

n/a
About Patrick Mcsherry

Patrick McSherry began his career on Wall Street as a fixed income specialist. Patrick has worked with the Stock Exchange of Hong Kong and the Shenzhen Exchange in China as a consultant for the introduction of derivative instruments to their equity markets. He has trained and advised brokers and regulators in Singapore, Taiwan, the U.K., Brazil and Canada.Patrick has served in the capacity of Financial Advisor, Branch Manager, Options Principal, General Principal and Municipal Principal. Over the past 34 years, Mr. McSherry has worked with top financial advisors and high-net-worth clients around the world to deliver wealth management and distribution strategies. Patrick has a bachelor’s degree from Skidmore College in New York and has held the Series 24, 4, 53, 7, 65, 6 & 63 FINRA Series licenses.

Patrick Mcsherry's Current Company Details
InspereX

Insperex

View
Regional Vice President
Patrick Mcsherry Work Experience Details
  • Insperex
    Regional Vice President
    Insperex Mar 2018 - Present
    California
  • Lucia Capital Management
    National Sales Manager
    Lucia Capital Management Sep 2015 - Mar 2018
  • Realty Capital Securities
    Regional Vice President Of Liquid Alternative Investments
    Realty Capital Securities Jul 2014 - Sep 2015
    Southern California
  • Foliometrix
    Evp Of Marketing & Communications
    Foliometrix Oct 2013 - Jul 2014
    FolioMetrix provides asset management products, programs and consulting services to financial advisors, broker-dealers and institutions across the United StatesWe build risk intelligent portfolios that know how to adapt to changing markets.All of our RiskX™ portfolios and funds are managed with distinct up and down market philosophies for superior diversification across all market types.
  • Champion Entertainment
    Evp Of Business Development
    Champion Entertainment Sep 2012 - Oct 2013
    Champion Entertainment Inc. has over 19 years of experience and expertise in all aspects of film and television production, from concept development to final delivery and worldwide distribution.
  • Aletheia Research & Management Inc
    Vice President, Institutional Sales
    Aletheia Research & Management Inc Mar 2011 - May 2012
    Built sales structure for firm; Initiated and implemented national client cross selling andreferral programs resulting in increased asset flow, distribution and retention.Coordinated with product development task force to build Act of '40 structured productsfor Q4 2012 launch.
  • Rydex/Sgi
    Senior Director
    Rydex/Sgi Jul 2008 - Dec 2010
    Delivered liquid alternative mutual funds into the retail brokerage space.Increased territory sales by 65% gross and 12% net. Served the Wirehouse, Regionaland Independent channels for Southern California. Raised $378 million in new assets in24 months. Ranked number 2 in the country for new asset draw.
  • Massmutual Financial Group
    Director
    Massmutual Financial Group 2006 - 2008
    Build out of new third party distribution channel. Increased run rate sales of retirementincome products by 76% within 6 months.
  • Prudential Financial
    Vice President, Regional Coordinator
    Prudential Financial Oct 1998 - Apr 2006
    Senior Wholesaler (Mutual Funds & Annuities) Prudential FinancialResponsible for packaged product sales in both Wirehouse and Independent channels for CA, AZ and NM. Accomplishments Included: Achieved "Top Honors" in company wide net sales campaign two years in a row.Senior Wholesaler (Managed Money Platforms/Wrap Accounts) Prudential FinancialOne of six coordinators selected from a field of 69 to build a start up third party distribution channel. Achieved $249 million in sales in the first full production year through proprietary and independent channels.Accomplishments Included: Named "Advisory Services Coordinator of the Year."Regional Coordinator (Mutual Funds) Prudential FinancialDirected a region including So. Cal, NV and AZ. Developed marketing and sales strategies for financial advisors. Accomplishments Included: Achieved the 1999"Rookie of the Year Award." Awarded "Number One Wholesaler" in two out of three Mutual fund launches, raising over $188 million in new assets.
  • Dearborn Financial Institute
    Executive Director, Asia Market
    Dearborn Financial Institute Feb 1995 - Sep 1998
    Conducted high-level meetings with securities regulators; Accomplishments Included: Increased market revenue by 310%
  • The Stock Exchange Of Hong Kong
    Guest Lecturer
    The Stock Exchange Of Hong Kong 1997 - 1998
    Hong Kong
    Equity derivatives and applied option strategies for risk management.
  • Financial Sciences Inc
    Branch Manager
    Financial Sciences Inc Jan 1993 - Jan 1995
    Managed sales for firm specializing in options trading for high net- worth clients. As the firm's Senior Registered Options Principal, General Securities Principal and Municipal Principal, responsible for managing $360 million in assets.Accomplishments Included: Increased new client base by 53% within 18 months.Offered ownership in the firm.
  • Shearson Lehman Brothers
    Financial Consultant
    Shearson Lehman Brothers Jan 1992 - Jan 1993
    Financial Advisor. Shearson Lehman FA Training program.
  • Mclaughlin Piven & Vogel
    Fixed Income Specialist
    Mclaughlin Piven & Vogel Jan 1991 - Jan 1992
    Specialized in municipal and government fixed income securities.

Patrick Mcsherry Skills

Mutual Funds Investments Asset Management Securities Alternative Investments Financial Services Wealth Management Equities Series 7 Fixed Income Portfolio Management Derivatives Finra Series 63 Asset Allocation Fixed Annuities Series 24 Risk Management Financial Advisory Strategic Financial Planning Retirement Finance Retirement Planning Options Capital Markets Investment Strategies Investment Management Separately Managed Accounts Hedge Funds Relationship Management Etfs Investment Advisory Structured Products Institutional Sales 401k

Patrick Mcsherry Education Details

Frequently Asked Questions about Patrick Mcsherry

What company does Patrick Mcsherry work for?

Patrick Mcsherry works for Insperex

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

Patrick Mcsherry's current role is Regional Vice President.

What is Patrick Mcsherry's email address?

Patrick Mcsherry's email address is mc****@****tal.com

What schools did Patrick Mcsherry attend?

Patrick Mcsherry attended Cmfc · College Of Financial Planning, Skidmore College.

What are some of Patrick Mcsherry's interests?

Patrick Mcsherry has interest in Human Rights, Children, Arts And Culture, Education.

What skills is Patrick Mcsherry known for?

Patrick Mcsherry has skills like Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Financial Services, Wealth Management, Equities, Series 7, Fixed Income, Portfolio Management, Derivatives.

Not the Patrick Mcsherry you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.