Patrick Cruz

Patrick Cruz Email and Phone Number

Vice President Financial Consultant at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Patrick Cruz's Location
Dallas-Fort Worth Metroplex, United States
Patrick Cruz's Contact Details

Patrick Cruz personal email

n/a
About Patrick Cruz

Patrick Cruz is a Vice President Financial Consultant at Fidelity Investments at Fidelity Investments. He possess expertise in data analysis, financial analysis, financial modeling, financial reporting, finance and 18 more skills. He is proficient in Spanish and Latin.

Patrick Cruz's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Patrick Cruz Work Experience Details
  • Fidelity Investments
    Vice President Financial Consultant
    Fidelity Investments Jan 2023 - Present
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  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Apr 2018 - Jan 2023
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  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Jul 2016 - Apr 2018
    Dallas, Texas
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  • Fidelity Investments
    Financial Representative As Part Of Fidelity Financial Consultant Program
    Fidelity Investments Jun 2015 - Jul 2016
    Investor'S Center In Southlake, Texas
    View
  • Pasadera Capital Investment Bank
    Investment Banking Analyst Intern
    Pasadera Capital Investment Bank Dec 2014 - May 2015
    San Antonio, Texas Area
    - Conduct industry quantitative and qualitative research to facilitate company mergers and acquisitions - Assist in preparing marketing presentations for engaged companies and clients - Collect and analyze company financial data
  • Trinity University
    Lean Operations Consultant
    Trinity University Aug 2014 - Dec 2014
    Ranger Creek Brewing Company
    - Consulted Ranger Creek Brewing and Distilling with their Lean Operations implementation- Standardized and optimized their bottling processes
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  • Trinity University
    Data Analyst Consultant
    Trinity University Aug 2014 - Dec 2014
    B-Cycle | Booz Allen Hamilton
    - Data Analyst Consulting for B-Cycle (non-profit bike sharing company here in San Antonio)- Analyzed data to find differences in usage by membership type- Data Analyst Consulting with Booz-Allen Hamilton (not authorized to disclose information about client)- Analyzed data for facilities taking into account, climate, type of facility, facility use to find which building were most efficient and most inefficient- With money allocated to project, determine best strategies to move forward calculated with the probability of success per strategy
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  • Fidelity Investments
    Financial Analyst Intern
    Fidelity Investments Jun 2014 - Aug 2014
    Dallas/Fort Worth Area
    - Led the implementation of VMware software to assist in reporting and replace old software- Management reporting for the financial operations in support of $2 Billion+ IT organization- Financial Modeling development and maintenance- Create new ongoing process design and implementation
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  • Exxonmobil
    Green Team Intern And Ambassador
    Exxonmobil Jun 2010 - Aug 2010
    - Attended four classes at Southern Methodist University: Career Development, Environmental Engineering, Energy 101, Leadership- Participated in service and leadership events sponsored by ExxonMobil and The Volunteer Center of North Texas
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  • Student Conservation Association
    Assistant Crew Leader
    Student Conservation Association Jun 2010 - Aug 2010
    - Assisted Crew Leader in daily activities and the organizations of students in the field- Created and maintained new hiking trails at the Cedar Hill State Park at Joe Pool Lake
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Patrick Cruz Skills

Data Analysis Financial Analysis Financial Modeling Financial Reporting Finance Process Consulting Tableau Vmware Scala R Agile Methodologies Sap Microsoft Office Wordpress Operations Management It Operations Sports Social Media Software Project Management Lean Manufacturing Lean Operations Database Design Consulting

Patrick Cruz Education Details

Frequently Asked Questions about Patrick Cruz

What company does Patrick Cruz work for?

Patrick Cruz works for Fidelity Investments

What is Patrick Cruz's role at the current company?

Patrick Cruz's current role is Vice President Financial Consultant at Fidelity Investments.

What is Patrick Cruz's email address?

Patrick Cruz's email address is pc****@****ity.edu

What schools did Patrick Cruz attend?

Patrick Cruz attended Trinity University, Cistercian Preparatory School.

What are some of Patrick Cruz's interests?

Patrick Cruz has interest in Data Analysis, Data Analyst Consulting, Investing, Financial Consulting, Sports Analysis, Financial Analysis.

What skills is Patrick Cruz known for?

Patrick Cruz has skills like Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Process Consulting, Tableau, Vmware, Scala, R, Agile Methodologies, Sap.

Who are Patrick Cruz's colleagues?

Patrick Cruz's colleagues are Ben Donovan, Meara Kelleher, Phil Lieberman, Chakira Tompkins, Sidney Toratti, Angelina Dicarlo, Brianna Zambito, Fsa, Ea.

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