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Patrick Boland Email & Phone Number

Private Wealth Management Relationship Manager at Fidelity Investments at Fidelity Investments
Location: Atlanta Metropolitan Area, United States 6 work roles 2 schools
1 work email found @fidelity.com 2 phones found area 207 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@fidelity.com
Direct phone (207) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Private Wealth Management Relationship Manager at Fidelity Investments
Location
Atlanta Metropolitan Area, United States
Company size
10 employees

Who is Patrick Boland? Overview

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Quick answer

Patrick Boland is listed as Private Wealth Management Relationship Manager at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 207, and a matched LinkedIn profile for Patrick Boland.

Patrick Boland previously worked as Private Wealth Management Relationship Manager at Fidelity Investments and Planning Consultant at Fidelity Investments. Patrick Boland holds Master Of Business Administration - Mba from University Of Georgia - Terry College Of Business.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Patrick Boland. Compare company email patterns before reaching out.

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Profile bio

About Patrick Boland

Patrick Boland is a Private Wealth Management Relationship Manager at Fidelity Investments at Fidelity Investments. He possess expertise in leadership, finance, real estate, commercial lending, financial analysis and 16 more skills.

Listed skills include Leadership, Finance, Real Estate, Commercial Lending, and 17 others.

Current workplace

Patrick Boland's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Private Wealth Management Relationship Manager at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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6 roles

Patrick Boland work experience

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

Private Wealth Management Relationship Manager

Current
Fidelity Investments

Boston, Ma, Us

May 2022 - Present

Planning Consultant

Fidelity Investments

Boston, Ma, Us

• Educating and planning with clients to uncover opportunities that will lead to the client’s success• Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce

Jan 2020 - May 2022

Financial Consultant Program – Relationship Manager

Fidelity Investments

Boston, Ma, Us

• Proactively reached out to Fidelity clients to uncover opportunities and conduct problem resolution.• Met with clients to determine their financial needs and develop appropriate solutions.

Jul 2016 - Jan 2020

Financial Consultant Program – Financial Representative

Fidelity Investments

Boston, Ma, Us

• Served as quality control point to ensure that all calls, email, and paperwork completed by branch employees were compliant with the requirements of Financial Industry Regulatory Authority.• Managed the operations department of the branch, including oversight of three other employees.

Jul 2014 - Jul 2016

Financial Representative

Fidelity Investments

Boston, Ma, Us

• Interacted with customers via inbound calls by answering client questions related to their brokerage accounts.• Engaged clients in insightful conversations regarding economic market conditions, as well as Fidelity’s products.

Jul 2013 - Jul 2014

Commercial Real Estate Intern

Td

Toronto, Ontario, Ca

• Monitored the development of properties that were funded by TD Bank. • Created spreadsheets to analyze cash flows of the various financed properties.• Developed knowledge of commercial lending through financial analysis, risk management, and industry analysis.

Apr 2012 - Aug 2012
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

RS Rahul Shrivastav Rahul Shrivastav Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → JL Jay Lenihan Jay Lenihan Colleague at Fidelity InvestmentsCincinnati, Ohio, United States View → NS Narasimhamurthy Sridhar Narasimhamurthy Sridhar Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → SN Sowmya N Sowmya N Colleague at Fidelity InvestmentsUnited States View → JW John Waters John Waters Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → AA Anwesha Acharya Anwesha Acharya Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → TS Tushar S. Tushar S. Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → JC John Curtin, Cfa John Curtin, Cfa Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → JG Jessica Grimes Jessica Grimes Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → KH Karley Hudson, Mba Karley Hudson, Mba Colleague at Fidelity InvestmentsUnited States View →
2 education records

Patrick Boland education

Master Of Business Administration - Mba

University Of Georgia - Terry College Of Business

Bachelor Of Science - Bs, Finance, General

Florida State University - College Of Business
FAQ

Frequently asked questions about Patrick Boland

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

What company does Patrick Boland work for?

Patrick Boland works for Fidelity Investments.

What is Patrick Boland's role at Fidelity Investments?

Patrick Boland is listed as Private Wealth Management Relationship Manager at Fidelity Investments at Fidelity Investments.

What is Patrick Boland's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Patrick Boland at Fidelity Investments.

What is Patrick Boland's phone number?

AeroLeads has found 2 phone signal(s) with area code 207 for Patrick Boland at Fidelity Investments.

Where is Patrick Boland based?

Patrick Boland is based in Atlanta Metropolitan Area, United States while working with Fidelity Investments.

What companies has Patrick Boland worked for?

Patrick Boland has worked for Fidelity Investments and Td.

Who are Patrick Boland's colleagues at Fidelity Investments?

Patrick Boland's colleagues at Fidelity Investments include Rahul Shrivastav, Jay Lenihan, Narasimhamurthy Sridhar, Sowmya N, and John Waters.

How can I contact Patrick Boland?

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

What schools did Patrick Boland attend?

Patrick Boland holds Master Of Business Administration - Mba from University Of Georgia - Terry College Of Business.

What skills is Patrick Boland known for?

Patrick Boland is listed with skills including Leadership, Finance, Real Estate, Commercial Lending, Financial Analysis, Investments, Loans, and New Business Development.

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