Bluecrest Financial Alliances
- Catherine McNally Patrick
Catherine McNally Patrick
VP Of Wealth Mgmt & Financial Planning at Bluecrest Financial Alliances
Catherine McNally Patrick, CFP®, has over two decades of experience in the financial industry. Catherine currently serves as the VP of Wealth Management & Financial Planning at Bluecrest Financial Alliances. Prior to this, Catherine held various roles at companies such as Milliman, Bay Colony Partners, and NASDAQ. Catherine holds a BS in Economics from Texas A&M University.
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Timeline
VP Of Wealth Mgmt & Financial Planning
May, 2017 - present
Financial Advisor
April, 2014
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