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Patrick Vaughan Email & Phone Number

Senior Vice President Managing Director and Higher Education Practice Leader at Fidelity Investments at Fidelity Investments
Location: Cincinnati, Ohio, United States 9 work roles 1 school
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Current company
Fidelity Investments
Role
Senior Vice President Managing Director and Higher Education Practice Leader at Fidelity Investments
Location
Cincinnati, Ohio, United States
Company size
52767 employees

Who is Patrick Vaughan? Overview

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Patrick Vaughan is listed as Senior Vice President Managing Director and Higher Education Practice Leader at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Patrick Vaughan.

Patrick Vaughan previously worked as Senior Vice President, Managing Director and Higher Education Practice Leader at Fidelity Investments and Vice President Managing Director at Fidelity Investments. Patrick Vaughan holds Bachlors, Operations Management from University Of Cincinnati Carl H. Lindner College Of Business.

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Fidelity Investments

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Profile bio

About Patrick Vaughan

I have 20+ years of experience working in financial services earning trust and credibility with retirement plan sponsors. I have developed a deep understanding of the defined contribution market and I am specifically focused on assisting higher education plan sponsors optimize their retirement plans to help prepare employees for the future. As the higher education Practice Lead, I help drive Fidelity’s strategy for working with higher education clients. Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 899389.1.0

Current workplace

Patrick Vaughan's current company

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Fidelity Investments
Fidelity Investments
Senior Vice President Managing Director and Higher Education Practice Leader at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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9 roles

Patrick Vaughan work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Managing Director And Higher Education Practice Leader

Current
Fidelity Investments

-Responsible for overall relationship, satisfaction, and retention of Fidelity's largest Higher Education Defined Contribution Relationships. Developed business plans and strategies with plans sponsors to execute on their Retirement Plan and Financial Wellness goals. -Assist with the development and support of Fidelity's strategy for working with Higher.

Dec 2018 - Present

Vice President Managing Director

Fidelity Investments

Responsible for overall relationship, satisfaction, and retention of Fidelity's largest Tax-Exempt Defined Contribution Relationships in the Midwest. Developed business plans and strategies with plans sponsors to execute on their Retirement Plan and Financial Wellness goals.

Jul 2010 - Dec 2018

Workplace Planning And Guidance Consultant

Fidelity Investments

Provide onsite education and guidance for Higher Education Clients in Ohio, Indiana and Kentucky

May 2009 - Jul 2010

Vice President Account Executive

Fidelity Investments
  • Responsible for prospecting and selling higher education retirement plans in a territory of 11 states.
  • Sold Fidelity Investments retirement plan services to over 30 colleges and universities in 2 years.
  • Worked with CFOs, human resources and higher education leadership on the benefits of offering Fidelity Investments and designed specific service offerings for prospects/clients to meet their needs.
  • Lead cross-functional teams including relationship management, marketing, sales, and finance in the RFP process and in sales finals.
  • Supported Fidelity Investments in retaining large university retirement plan clients.
Feb 2007 - Feb 2009

Retirement Counselor / Senior Retirement Counselor

Fidelity Investments
  • Served as a primary contact for Fidelity Investments communication and education programs for tax-exempt clients in Michigan.
  • Presented Fidelity Investments products and services in group educational workshops and during individual consultations to retain and acquire Fidelity Investments participants.
  • Created and closed sales opportunities of Fidelity’s retirement products.
  • Lead the country in sales in 2005 and 2006 and was ranked in the top three in sales each year in the role.
  • Exceeded sales goal by over 150% in all three calendar years.
Feb 2004 - Feb 2007

Financial Representative Ii

Fidelity Investments
  • Introduced clients and prospects to different financial products and services.
  • Facilitated accurate and efficient mutual fund and equity transactions.
  • Provided support at transitional seminars and workshops for institutional clients.
Apr 2003 - Jan 2004

Ris Representative

Fidelity Investments
  • Provided retirement products and services to current 401k participants.
  • Worked with high-net worth participants leaving their employer to help retain them as Fidelity clients.
May 2001 - Apr 2003

Psg Representative

Fidelity Investments
  • Provided customer information and processed transactions for Fidelity retirement plan participants.
May 2000 - May 2001

Manufacturing Supervisor

Worthington Industries
  • Supervised 40 operators and painters on an automotive 2k paint line.
  • Improved the design of containment areas, production flows and worked on continuous improvement projects.
Sep 1999 - Mar 2000
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

SV Scott Van Waterschoot Scott Van Waterschoot Colleague at Fidelity Investments Raleigh, North Carolina, United States, United States View → AP Ashwin Parameshwara Ashwin Parameshwara Colleague at Fidelity Investments Hosur, Tamil Nadu, India, India View → MU Manoj Unnikrishnan Manoj Unnikrishnan Colleague at Fidelity Investments Kerala, India, India View → JP Josh Peña, Cfp® Josh Peña, Cfp® Colleague at Fidelity Investments Houston, Texas, United States, United States View → AJ Aparna Jayathirth Aparna Jayathirth Colleague at Fidelity Investments Tamil Nadu, India, India View → KU Kelly Uber Kelly Uber Colleague at Fidelity Investments United States, United States View → VL Victoria Liantonio Victoria Liantonio Colleague at Fidelity Investments Palm Beach Gardens, Florida, United States, United States View → SR Steve Robinson Steve Robinson Colleague at Fidelity Investments The Colony, Texas, United States, United States View → MR Michele Rose Michele Rose Colleague at Fidelity Investments Weatherford, Texas, United States, United States View → SL Stephanie Livingstone Stephanie Livingstone Colleague at Fidelity Investments Greater Boston, United States View →
1 education record

Patrick Vaughan education

FAQ

Frequently asked questions about Patrick Vaughan

Quick answers generated from the profile data available on this page.

What company does Patrick Vaughan work for?

Patrick Vaughan works for Fidelity Investments.

What is Patrick Vaughan's role at Fidelity Investments?

Patrick Vaughan is listed as Senior Vice President Managing Director and Higher Education Practice Leader at Fidelity Investments at Fidelity Investments.

Where is Patrick Vaughan based?

Patrick Vaughan is based in Cincinnati, Ohio, United States while working with Fidelity Investments.

What companies has Patrick Vaughan worked for?

Patrick Vaughan has worked for Fidelity Investments and Worthington Industries.

Who are Patrick Vaughan's colleagues at Fidelity Investments?

Patrick Vaughan's colleagues at Fidelity Investments include Scott Van Waterschoot, Ashwin Parameshwara, Manoj Unnikrishnan, Josh Peña, Cfp®, and Aparna Jayathirth.

How can I contact Patrick Vaughan?

You can use AeroLeads to view verified contact signals for Patrick Vaughan at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Patrick Vaughan attend?

Patrick Vaughan holds Bachlors, Operations Management from University Of Cincinnati Carl H. Lindner College Of Business.

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