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Patrick Casserly Email & Phone Number
Client Relationship Manager - Retirement Plans
at
SFP Wealth
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager - Retirement Plans
Location
Greater Boston, United States, United States
Who is Patrick Casserly? Overview
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Quick answer
Patrick Casserly is listed as Client Relationship Manager - Retirement Plans at SFP Wealth, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Patrick Casserly.
Patrick Casserly previously worked as Relationship Manager - Retirement Plans at Sfp Wealth and Managing Director at Fidelity Investments. Patrick Casserly holds Master Of Business Administration (M.B.A.) from Questrom School Of Business, Boston University.
Company email context
Email format at SFP Wealth
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{first}.{last}@fidelity.com
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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
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9 roles
Patrick Casserly work experience
A career timeline built from the work history available for this profile.
Relationship Manager - Retirement Plans
Current
Aug 2021 - Present
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.
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. ♦.
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
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 SFP Wealth.
What is Patrick Casserly's role at SFP Wealth?
Patrick Casserly is listed as Client Relationship Manager - Retirement Plans at SFP Wealth.
What is Patrick Casserly's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Patrick Casserly at SFP Wealth.
Where is Patrick Casserly based?
Patrick Casserly is based in Greater Boston, United States, United States while working with SFP Wealth.
What companies has Patrick Casserly worked for?
Patrick Casserly has worked for Sfp Wealth, Fidelity Investments, Resolute Management, Inc., and Liberty Mutual Insurance.
How can I contact Patrick Casserly?
You can use AeroLeads to view verified contact signals for Patrick Casserly at SFP Wealth, 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.
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