Patricia Dolan
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Patricia Dolan Email & Phone Number

Marketing Director at Bickling Financial Services, Inc. at Bickling Financial Services
Location: Lexington, Massachusetts, United States 7 work roles 2 schools
1 work email found @cticompliance.com 4 phones found area 978 and 617 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email p****@cticompliance.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Marketing Director at Bickling Financial Services, Inc.
Location
Lexington, Massachusetts, United States

Who is Patricia Dolan? Overview

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Quick answer

Patricia Dolan is listed as Marketing Director at Bickling Financial Services, Inc. at Bickling Financial Services, based in Lexington, Massachusetts, United States. AeroLeads shows a work email signal at cticompliance.com, phone signal with area code 978, 617, and a matched LinkedIn profile for Patricia Dolan.

Patricia Dolan previously worked as Marketing Director at Bickling Financial Services and Compliance Securities Officer at Ihs Markit | Cti Tax Solutions, Llc. Patricia Dolan holds Master'S Degree, Elementary Education And Teaching from Lesley University.

Company email context

Email format at Bickling Financial Services

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{first_initial}{last}@cticompliance.com
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AeroLeads found 1 current-domain work email signal for Patricia Dolan. Compare company email patterns before reaching out.

Profile bio

About Patricia Dolan

Patricia Dolan is a Marketing Director at Bickling Financial Services, Inc. at Bickling Financial Services. They possess expertise in microsoft office, customer service, strategic planning, microsoft word, leadership and 19 more skills.

Listed skills include Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, and 20 others.

Current workplace

Patricia Dolan's current company

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Bickling Financial Services
Bickling Financial Services
Marketing Director at Bickling Financial Services, Inc.
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7 roles

Patricia Dolan work experience

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

Compliance Securities Officer

Overall responsibility for ensuring that all documented compliance measures are being followed. Identify compliance issues that require follow up or investigation. Observes the onsite premises of the CTI offices via a surveillance system that utilizes cameras and television monitors to ensure no signs of irregular activity, theft, vandalism, trespassing.

Feb 2009 - Dec 2016

Marketing

February 2009 - January 2012: Provided executive level support to Executive Director. Responsible for marketing activity internally and externally. Extensive travel arrangement and calendar maintenance. Liaison between client service and all departments. Generated Sales & Marketing Activity report weekly. Entrusted with access to proprietary company.

Feb 2009 - Jan 2013

Senior Legal Assistant

Fidelity Investments

Greater Boston Area

Provided legal support to four Senior Legal Counsel and one Management Consultant. Created presentations, reports, letters, and manage calendars. Handled highly confidential information, ed in special projects, work with spreadsheets, and submit travel and expense reports (T&Es). Researched materials via Internet and databases for various company projects..

Aug 2006 - Jan 2009

Legal Assistant / Paralegal

Greater Boston Area

Provided litigation support to one Partner and two Senior Associates in the Domestic Relations department. Drafted pleadings, legal forms in Turbolaw and Word, strong calendar management and superior organization skills. Extensive client contact. Knowledge of the filing process for divorces, prenuptial agreements, custody, paternity issues, guardianships..

Aug 2003 - Aug 2006

Marketing Coodinator

Greater Boston Area

  • Provided logistical support of all internal and external communications for Financial Advisory Services, New England Cluster. Oversaw all internal and external event planning. Coordinated promotional programs and.
  • Established agenda and moderated the Turnaround Management Association of New England meetings.
  • Led office-wide community service efforts including Boston Cares; implemented Wilmer Hale joint community service relationship.
  • Represented company, speaking nationally at 2002 Points of Light Foundation Community Service Conference. Topic: Companies as Partners: The Collaboration Challenge.
  • Initiated Deloitte & Touche/Wilmer Hale LLP partnership working on Youth in Education Service initiatives including: Jumpstart, Teen Empowerment, Cathedral High School.
  • Co-Chaired United Way Auction for Deloitte & Touche; applied event management skills which led to an increase in proceeds from $18K to $40K for programs Deloitte championed. Show less
Jan 1999 - Aug 2003

Administrative Assistant To Partner In Charge

Greater Boston Area

Provided key support to the Partner-in-Charge of Financial Advisory Services, as well as other Partners and Senior Managers. Interacted extensively with clients, Senior Partners and others in the Firm. Intensive calendar management, scheduling, travel arrangements and phone coverage. Invoice clients; analyzed support documentation; ran billing reports..

Apr 1996 - Jan 1999
2 education records

Patricia Dolan education

FAQ

Frequently asked questions about Patricia Dolan

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

What company does Patricia Dolan work for?

Patricia Dolan works for Bickling Financial Services.

What is Patricia Dolan's role at Bickling Financial Services?

Patricia Dolan is listed as Marketing Director at Bickling Financial Services, Inc. at Bickling Financial Services.

What is Patricia Dolan's email address?

AeroLeads has found 1 work email signal at @cticompliance.com for Patricia Dolan at Bickling Financial Services.

What is Patricia Dolan's phone number?

AeroLeads has found 4 phone signal(s) with area code 978, 617 for Patricia Dolan at Bickling Financial Services.

Where is Patricia Dolan based?

Patricia Dolan is based in Lexington, Massachusetts, United States while working with Bickling Financial Services.

What companies has Patricia Dolan worked for?

Patricia Dolan has worked for Bickling Financial Services, Ihs Markit | Cti Tax Solutions, Llc, Compliance Technologies International, Llp, Fidelity Investments, and Burns & Levinson Llp.

How can I contact Patricia Dolan?

You can use AeroLeads to view verified contact signals for Patricia Dolan at Bickling Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Patricia Dolan attend?

Patricia Dolan holds Master'S Degree, Elementary Education And Teaching from Lesley University.

What skills is Patricia Dolan known for?

Patricia Dolan is listed with skills including Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Leadership, Marketing, Microsoft Excel, and Management.

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