Patrick McCoskey
Client Services Associate- Annual Meeting Coordinator

Client Services Associate- Annual Meeting Coordinator
Patrick joined Eagle & Fein, P.C. as the Client Services Associate- Annual Meeting Coordinator. In this role, Patrick assists in all aspects regarding Annual Meetings and administering estates, including, but not limited to, preparing estate planning documentation, updating client asset information, and promoting positive communication with clients and financial third parties.
Patrick earned his degree from Indiana University.
In his free time, he enjoys musicals, reading, watching Indiana sports teams, and spending time with his family and friends