Patrick McNamara
Vice President - Financial Consultant at Charles Schwab
📍 Cincinnati Metropolitan Area, United States
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Experience
10 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Cincinnati Metropolitan Area, United States
Personality Overview
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Priorities
Topics Patrick cares about
Strategic Priorities
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Career
Work history
6-2021
Vice President - Financial Consultant
Charles Schwab
10-2020 - 6-2021
Associate Financial Consultant
Charles Schwab
3-2020 - 10-2020
Assistant Vice President - Financial Solutions Advisor
Merrill Lynch
5-2017 - 3-2020
Workplace planning consultant II
Fidelity Investments
5-2016 - 5-2017
Workplace Planning consultant I
Fidelity Investments
In the press
Media appearances
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Education
2017 - 2021
Doctor of Law - JD
Northern Kentucky University—Salmon P. Chase College of Law
2011 - 2015
Bachelor of Applied Science (BASc)
University of Cincinnati
Social presence
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