Patrick McSherry
Regional Vice President
- Role
- Regional Vice President at InspereX
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Patrick McSherry
Patrick McSherry began his career on Wall Street as a fixed income specialist…
Experience
Regional Vice President
Mar 2018 — Present · CA, US
Education
Skidmore College
Bachelor of Arts (BA), Political Science and Government
1985 — 1989
Skills
- Relationship Management
- Fixed Income
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Structured Products
- Asset Management
- Financial Advisory
- Investments
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Investment Management
- Series 24
- Institutional Sales
- Finance
- Retirement Planning
- Finra
- Portfolio Management
- Capital Markets
- Series 7
- Series 63
- Options
- Securities
- Wealth Management
- 401k
- Etfs
- Derivatives
- Fixed Annuities
- Financial Services
- Asset Allocation
- Mutual Funds
- Risk Management
- Equities
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