Patrick McCoy

Role
Greenline Wealth Management
Location
Cincinnati, OH, US
LinkedIn followers
500 followers

About Patrick McCoy

Assist Financial Professionals in reviewing proposals, positioning products and…

Experience

  1. Greenline Wealth Management

    Present

Skills

  • Investments
  • Windows
  • Marketing
  • Microsoft Office
  • Sales
  • Account Management
  • 401(K) Retirement Savings Plans
  • Sma
  • Research
  • English
  • Fixed Annuities
  • Microsoft Word
  • Sales Operations
  • Customer Service
  • Team Building
  • Mutual Funds
  • Budgets
  • Life Insurance
  • Finance
  • Sales Management
  • Microsoft Excel
  • Powerpoint
  • Editing
  • Insurance
  • Photoshop
  • Retirement Planning
  • Financial Services
  • Public Speaking
  • Leadership
  • Variable Annuities
  • Outlook

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Patrick McCoy — Greenline Wealth Management in Cincinnati, OH, US | Unifers