Patrick McGrady is a results-driven financial services leader with over 15 years of experience in wealth management, currently serving as VP of Relationship Management at LPL Financial. They previously held roles such as Head of Employee Wealth Services at UBS and Financial Advisor & Client Relationship Manager at Cetera Advisor Networks LLC. Patrick has demonstrated a strong ability to lead high-performing teams, develop scalable growth strategies, and drive business transformation. They hold a Bachelor of Arts from Marist College and a Certificate in Financial Planning from NYU School of Professional Studies.
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