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Patrick  McCabe

Patrick McCabe

Investment Processor

Patrick is the Investment Processor for Academy Financial, Inc. Patrick manages the new account process including preparing  required documents, distributing them to clients or planners, submitting business through the Lincoln AAO and UAO systems,  and ensuring successful final account opening and funding. He also generates detailed performance reports for advisor’s  investment review meetings with clients. Patrick holds his Series 7 and 66 registrations and graduated with a B.S. in Political  Science from Loyola University Maryland.