Patrick Mcsherry work email
- Valid
- Valid
Patrick Mcsherry personal email
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.
-
Regional Vice PresidentInsperex Mar 2018 - PresentCalifornia -
National Sales ManagerLucia Capital Management Sep 2015 - Mar 2018
-
Regional Vice President Of Liquid Alternative InvestmentsRealty Capital Securities Jul 2014 - Sep 2015Southern California -
Evp Of Marketing & CommunicationsFoliometrix Oct 2013 - Jul 2014FolioMetrix 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.
-
Evp Of Business DevelopmentChampion Entertainment Sep 2012 - Oct 2013Champion 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.
-
Vice President, Institutional SalesAletheia Research & Management Inc Mar 2011 - May 2012Built 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.
-
Senior DirectorRydex/Sgi Jul 2008 - Dec 2010Delivered 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.
-
DirectorMassmutual Financial Group 2006 - 2008Build out of new third party distribution channel. Increased run rate sales of retirementincome products by 76% within 6 months. -
Vice President, Regional CoordinatorPrudential Financial Oct 1998 - Apr 2006Senior 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. -
Executive Director, Asia MarketDearborn Financial Institute Feb 1995 - Sep 1998Conducted high-level meetings with securities regulators; Accomplishments Included: Increased market revenue by 310%
-
Guest LecturerThe Stock Exchange Of Hong Kong 1997 - 1998Hong KongEquity derivatives and applied option strategies for risk management.
-
Branch ManagerFinancial Sciences Inc Jan 1993 - Jan 1995Managed 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.
-
Financial ConsultantShearson Lehman Brothers Jan 1992 - Jan 1993Financial Advisor. Shearson Lehman FA Training program.
-
Fixed Income SpecialistMclaughlin Piven & Vogel Jan 1991 - Jan 1992Specialized in municipal and government fixed income securities.
Patrick Mcsherry Skills
Patrick Mcsherry Education Details
-
Cmfc · College Of Financial Planning -
Political Science And Government
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?
-
-
Patrick McSherry
United States -
Patrick McSherry
Bloomfield, Ct -
Patrick McSherry
Resilient And Self-Motivated Professional With Over 7 Years Of Relevant Field Experience In Construction Management.Woodbridge, Nj2fieldscc.com, manganaro.com2 +130193XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial