Patrick Moody

Patrick Moody is a financial professional with a robust background in client service and business development. Currently serving as a Financial Planner 1 at Mercer Advisors since November 2022, Patrick handles daily client communications related to custodian account inquiries, investment paperwork, and distribution requests. Prior experience includes leadership roles at CarynHealth, where responsibilities encompassed sourcing new business and managing sales cycles, and a Sales Executive role that involved outreach to prospective clients. Additional experience includes an internship focusing on customer service and financial modeling, data validation at IDM Global Holdings, and quality assurance at Premium Car Wash. Patrick holds a Bachelor of Business Administration in Finance from The University of Georgia, earned in December 2021.