AeroLeads people directory · profile
Patrick Casserly Email & Phone Number
Vice President - Corporate Retirement Plans
at
Sapers & Wallack, Inc.
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Corporate Retirement Plans
Location
Greater Boston, United States
Company size
Who is Patrick Casserly? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Casserly is listed as Vice President - Corporate Retirement Plans at Sapers & Wallack, Inc., a with 28 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Patrick Casserly.
Patrick Casserly previously worked as Client Relationship Manager - Retirement Plans at Sfp Wealth and Relationship Manager - Retirement Plans at Sfp Wealth. Patrick Casserly holds Master Of Business Administration (M.B.A.) from Questrom School Of Business, Boston University.
Company email context
Email format at Sapers & Wallack, Inc.
This section adds company-level context without repeating Patrick Casserly's masked contact details.
{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Casserly. Compare company email patterns before reaching out.
Profile bio
About Patrick Casserly
Pat joined the SFP Wealth team in August of 2021 as a client relationship manager for retirement plans. Prior to this role, Pat held various positions in the financial service industry including sales, asset management, and relationship management at a top 401(k) provider.As an integral part of the SFP Wealth retirement team, Pat is responsible for managing long-term relationships with our corporate clients, consulting on 401(k) plan design, investments, and product solutions. He is known for being extremely detail oriented, highly engaged, and projects professionalism and competence in a way that assures confidence in those around him.Pat earned his BA from University of Massachusetts Amherst in Political Science and Psychology and his MBA from the Questrom School of Business at Boston University. He is a Certified Plan Fiduciary Advisor (CPFA) and holds his Series 7 & 63 licenses. Additionally, Pat is a Professional Paralegal (PP) and is Lean Six Sigma Green Belt (ICGB) certified.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500
Listed skills include Leadership, Project Management, Project Portfolio Management, Management, and 9 others.
Current workplace
Patrick Casserly's current company
Company context helps verify the profile and gives searchers a useful next step.
Sapers & Wallack, Inc.
10 roles
Patrick Casserly work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager - Retirement Plans
Relationship Manager - Retirement Plans
Nov 2019 - Aug 2021
General Management Apprentice
The General Management Apprentice Program is a two-year leadership development program designed to develop high-potential talent through four enterprise-wide rotations. ♦ Rotation 4 - Investment Solutions & Innovation Group, Managed Account Product♦ Rotation 3 - Investment Solutions & Innovation Group, Investment Product♦ Rotation 2 - Fidelity Institutional Asset Management, Specialist Field Sales ♦ Rotation 1 - Fidelity Corporate Real Estate, Real Estate Product
Jul 2017 - Nov 2019
Paralegal Manager
♦ Managed department of paralegals and operations staff in a challenging, project-based work environment. Provided tailored coaching, leadership, guidance, and support to ensure high level of engagement and performance from staff.♦ Managed legal department finances and operations. Presented monthly financial and operations reports to senior management. ♦ Led many different types of projects across various fields such as data analytics, litigation, reinsurance, corporate compliance, claims, information technology, etc. Ensured strict adherence to quality standards, technical requirements, and deadlines. Negotiated project deliverables, timelines, and resources with various internal and external stakeholders.♦ Oversaw a portfolio of reinsurance and legal projects managed by direct reports.
Jan 2015 - Jul 2017
Paralegal Manager
♦ Due to the acquisition of Liberty Mutual’s environmental book of business by Berkshire Hathaway, I became an employee of Resolute Management, Inc. on January 1, 2015. My position and core responsibilities remained substantially similar after the acquisition.
Sep 2011 - Dec 2014
Jul 2010 - Sep 2011
Dec 2007 - Jul 2010
Legal Secretary
Mar 2007 - Dec 2007
Team & coworkers
Colleagues at Sapers & Wallack, Inc.
Other employees you can reach at sapers-wallack.com. View company contacts for 28 employees →
SD
Sharon Dicarlo
Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States
View →
BS
Bill Sapers
Colleague at Sapers & Wallack, Inc.Newton Centre, Massachusetts, United States
View →
KL
Kimberly Landry
Colleague at Sapers & Wallack, Inc.Newton, Massachusetts, United States
View →
AP
Amy Paseuth
Colleague at Sapers & Wallack, Inc.Watertown, Massachusetts, United States
View →
WS
William Sapers
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
PB
Patrick Bugbee, Clu®, Chfc®
Colleague at Sapers & Wallack, Inc.Cambridge, Massachusetts, United States
View →
EM
Evan Macedo, Msa
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
JC
Jake Cole
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
SD
Sharon Dicarlo
Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States
View →
GS
Grace Smrek
Colleague at Sapers & Wallack, Inc.Port Jefferson, New York, United States
View →
Sharon Dicarlo
Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States
View →
BS
Bill Sapers
Colleague at Sapers & Wallack, Inc.Newton Centre, Massachusetts, United States
View →
KL
Kimberly Landry
Colleague at Sapers & Wallack, Inc.Newton, Massachusetts, United States
View →
AP
Amy Paseuth
Colleague at Sapers & Wallack, Inc.Watertown, Massachusetts, United States
View →
WS
William Sapers
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
PB
Patrick Bugbee, Clu®, Chfc®
Colleague at Sapers & Wallack, Inc.Cambridge, Massachusetts, United States
View →
EM
Evan Macedo, Msa
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
JC
Jake Cole
Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States
View →
SD
Sharon Dicarlo
Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States
View →
GS
Grace Smrek
Colleague at Sapers & Wallack, Inc.Port Jefferson, New York, United States
View →
2 education records
Patrick Casserly education
Master Of Business Administration (M.B.A.)
Questrom School Of Business, Boston University
Bachelor Of Arts (B.A.)
University Of Massachusetts Amherst
FAQ
Frequently asked questions about Patrick Casserly
Quick answers generated from the profile data available on this page.
What company does Patrick Casserly work for?
Patrick Casserly works for Sapers & Wallack, Inc..
What is Patrick Casserly's role at Sapers & Wallack, Inc.?
Patrick Casserly is listed as Vice President - Corporate Retirement Plans at Sapers & Wallack, Inc..
What is Patrick Casserly's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Patrick Casserly at Sapers & Wallack, Inc..
Where is Patrick Casserly based?
Patrick Casserly is based in Greater Boston, United States while working with Sapers & Wallack, Inc..
What companies has Patrick Casserly worked for?
Patrick Casserly has worked for Sapers & Wallack, Inc., Sfp Wealth, Fidelity Investments, Resolute Management, Inc., and Liberty Mutual Insurance.
Who are Patrick Casserly's colleagues at Sapers & Wallack, Inc.?
Patrick Casserly's colleagues at Sapers & Wallack, Inc. include Sharon Dicarlo, Bill Sapers, Kimberly Landry, Amy Paseuth, and William Sapers.
How can I contact Patrick Casserly?
You can use AeroLeads to view verified contact signals for Patrick Casserly at Sapers & Wallack, Inc., including work email, phone, and LinkedIn data when available.
What schools did Patrick Casserly attend?
Patrick Casserly holds Master Of Business Administration (M.B.A.) from Questrom School Of Business, Boston University.
What skills is Patrick Casserly known for?
Patrick Casserly is listed with skills including Leadership, Project Management, Project Portfolio Management, Management, Process Improvement, Lean Six Sigma, Negotiation, and Operations Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial