Joseph Fitzpatrick Iv Email & Phone Number

Blue Bell, Pennsylvania, United States

Ambler, Pa

• Communicate with the executive chef and kitchen on food orders to ensure timely delivery and proper presentation for up to 200 guests daily. • Started as a busser and was promoted to runner, then expeditor. • Ensure that servers’ orders are accurately placed and that special orders or requests are communicated effectively to the kitchen. • Coordinate and oversees that runners are taking appropriate courses to the correct guest and bussers are maintaining a clean kitchen and dining area.

Newtown Square, Pa

• Shadowed and worked with mentor to learn the financial advising profession at a mid-sized firm. • Participated in daily classes taught by department heads and senior managers to learn about Financial Planning, Sales, Wealth Advisory, and Compliance. • Took part in internal and external phone calls and daily meetings. • Communicated with other departments to resolve client questions for mentor. • Reorganized client list using Excel to assist with mentor’s transition with custodian on clients’ accounts.

Bachelor’S Degree, Financial Planning, General

Activities and Societies: Financial Planning Assoication, Financial Management Association, Intramural Flag Football and Softball

High School