Patrick B. McGuire has over 10 years of experience in financial services, education, and government sectors, including roles as a personal banker, financial sales consultant, client service specialist, tutor, and financial consultant. He is currently pursuing a Master's Degree in Training and Performance Improvement and has a variety of skills in areas such as financial analysis, communication, data collection, and relationship building. The document provides McGuire's contact information, work history highlighting accomplishments in various roles, education background, and computer software skills.

1. Patrick B. McGuire
Laurel, MD 20723 (704) 619-8772
patbmcguire.pm@gmail.com www.linkedin.com/in/patrickbmcguire
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Performance Improvement Specialist – Financial Literacy Coach
10+ years of experience in training, personnel management; data gathering, analysis and evaluation in
financial, retail, educational and the government sectors. Currently attaining Master’s Degree in Training and
Performance Improvement to provide support for quality assessment and performance improvement activities
which include quality monitoring, evaluation and facilitation of performance improvement projects. Areas of
expertise include:
Critical Thinking Complex Problem Solving Financial Analysis
Time Management Leadership Personnel Management
Communication Classroom Facilitation Process Evaluation/Improvement
Data Collection Coaching/Mentoring Relationship Building
Survey/Questionnaire Implementation Job Task Analysis Cause Mapping
• Life & Health Insurance License (In-Active) -FINRA Series 6 & 63 (In-Active)
• Managed hiring and training of staff as well as management of budget, inventory, and curriculum as a
Site Coordinator of a Juvenile Boot Camp – NC National Guard
• Notary Public
Work Experience
Personal Banker Bank of America, Hanover, MD 2014-2015
Conducted needs-based financial analysis to acquire, retain and expand banking customer relationships.
Recommended best-fit products and services, conducted loan closings, evaluated risk management and
recommended follow up with business partners.
Financial Sales Consultant II PNC Bank, Ellicott City, MD 2012-2014
Conducted team marketing of bank products through in-store prospecting within GIANT supermarkets and
traditional branches. Conducted off-site seminars on financial literacy – budgeting, education planning and
retirement. Handled teller transactions, sold/cross-sold bank products and services, conducted lobby
management, processed loans and resolved complex customer service issues.
• Top sales producer in the Greater MD Region for In-Store Branches 4th Quarter of 2013/ 1st Quarter
2014 – PNC Bank
• Trained and mentored sales team members during period of absentee manager (HPI)
Client Service Specialist SunTrust Bank, Crofton, MD 2011-2012
Developed and expanded client relationships through consultative conversation, while assisting with and
supporting all aspects of sales, service and transaction activities to include needs assessment, lobby
management and business partner referrals.
• Served as liaison between teller line and sales platform.
Tutor/ Teacher Charlotte Mecklenburg Schools, Charlotte, NC 2009-2011
Hired as emergency long term substitute teacher for Title I elementary school. Served as classroom facilitator
for class that had been plagued with disciplinary issues and low test scores.
• Orchestrated improved parental participation rate through sound relationship building
• Elevated failing elementary classroom to highest grade level End of Grade Math passing rate (80%) (HPI)
• Retained within school system as Title I Tutor for two additional contract years

2. Patrick B. McGuire- page 2
Financial Consultant TIAA-CREF, Charlotte, NC 2004-2008
Provided guidance to participants with 529 investment choices; established relationships to maintain
communication and provide excellent service. Supported state financial education seminars for existing and
future 529 participants. Analyzed and compared other college savings vehicles and methods.
• (SME)-Subject Matter Expert; consistently exceeded yearly sales goals
• Member of a small group that assisted with managerial duties and customer callbacks
Government and Military
Bank Examiner Federal Deposit Insurance Corporation (FDIC)
Performed Cost Benefit Analysis to confirm and or improve bank solvency as member of a Federal bank
auditing team.
Commissioned Officer United States Army North Carolina National Guard
Trained, advised, and counseled troops in a 36-person platoon. Additional responsibilities: unit armor and
weapons inspections, facility and convoy security, convoy commander, multi-unit convoy time-line coordinator,
and rear area security in a combat field environment. Emphasis on organizational leadership, planning,
training and administration
• Highest accommodation/ personnel strength rate in company while serving as Platoon Leader
• Assistant to General Officer consistently receiving ‘Top Performance” evaluation rating
• Served as Liaison Officer representing battalion interest for Battalion Commander
Education
Masters of Education in Training and Performance Improvement
Capella University, Minneapolis, Minnesota Enrolled
Bachelors of Science in Business Administration with Honors Concentration in Management
Fayetteville State University, Fayetteville, North Carolina Graduated
Computer Software Skills
Microsoft: (Word, Excel, Powerpoint); Oracle; Seibel; Platform; Channel Lock; Interact