Patrick Boland Email and Phone Number
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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.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Private Wealth Management Relationship ManagerFidelity Investments May 2022 - PresentBoston, Ma, Us
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Planning ConsultantFidelity Investments Jan 2020 - May 2022Boston, 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
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Financial Consultant Program – Relationship ManagerFidelity Investments Jul 2016 - Jan 2020Boston, 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.
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Financial Consultant Program – Financial RepresentativeFidelity Investments Jul 2014 - Jul 2016Boston, 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.
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Financial RepresentativeFidelity Investments Jul 2013 - Jul 2014Boston, 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.
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Commercial Real Estate InternTd Apr 2012 - Aug 2012Toronto, 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.
Patrick Boland Skills
Patrick Boland Education Details
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University Of Georgia - Terry College Of BusinessMaster Of Business Administration - Mba -
Florida State University - College Of BusinessGeneral
Frequently Asked Questions about Patrick Boland
What company does Patrick Boland work for?
Patrick Boland works for Fidelity Investments
What is Patrick Boland's role at the current company?
Patrick Boland's current role is Private Wealth Management Relationship Manager at Fidelity Investments.
What is Patrick Boland's email address?
Patrick Boland's email address is pa****@****ity.com
What is Patrick Boland's direct phone number?
Patrick Boland's direct phone number is +120731*****
What schools did Patrick Boland attend?
Patrick Boland attended University Of Georgia - Terry College Of Business, Florida State University - College Of Business.
What skills is Patrick Boland known for?
Patrick Boland has skills like Leadership, Finance, Real Estate, Commercial Lending, Financial Analysis, Investments, Loans, New Business Development, Banking, Credit, Mortgage Lending, Underwriting.
Who are Patrick Boland's colleagues?
Patrick Boland's colleagues are Katelyn Breen, Michael Baril Cfp®, Khalifa Aldosary, Antonio Sostilio, Sumere Wood, Scott Mcintire, Geovanny Filpo.
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