Patrick Greeley
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Patrick Greeley Email & Phone Number

Financial Customer Associate at Fidelity Investments
Location: Boston, Massachusetts, United States 3 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Financial Customer Associate
Location
Boston, Massachusetts, United States
Company size
83148 employees

Who is Patrick Greeley? Overview

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Patrick Greeley is listed as Financial Customer Associate at Fidelity Investments, a with 83148 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Patrick Greeley.

Patrick Greeley previously worked as Intern at Congress Wealth Management, Llc and Intern at Congress Wealth Management, Llc. Patrick Greeley holds Economics, Senior from University Of Massachusetts Amherst.

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Fidelity Investments

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Profile bio

About Patrick Greeley

This past summer I spent my time working for Congress Wealth Management in Boston. I worked as an intern with the company. They taught me how to build client relationships and the ins and outs of the wealth management world. They helped me become efficient in the world of excel, which allowed me to organize data based on each of our clients. I would like to thank them for the opportunity to learn about this side of business and to give me the experience in the business world that is needed. I'm excited to share my educational milestone!

Current workplace

Patrick Greeley's current company

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Fidelity Investments
Fidelity Investments
Financial Customer Associate
Boston, MA, US
Website
fidelity.com
Employees
83148
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3 roles

Patrick Greeley work experience

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Intern

Congress Wealth Management, Llc

Boston, Massachusetts, United States

I learned to become efficient in excel and was able to sit in on client meetings to learn how the business works. I would compare contracts to fees the clients should expect from the company. Most of my work was done on excel to help stream line information for other employees to use. It was a great learning experience for a new worker like myself.

Jun 2023 - Aug 2023
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

MB Maria Brebner, Pmp Maria Brebner, Pmp Colleague at Fidelity InvestmentsPepperell, Massachusetts, United States View → CD Craig Donnelly Craig Donnelly Colleague at Fidelity InvestmentsHingham, Massachusetts, United States View → SJ Sheryce Jacobs Sheryce Jacobs Colleague at Fidelity InvestmentsArgyle, Texas, United States View → AC Andrias Campbell Andrias Campbell Colleague at Fidelity InvestmentsHighland Park, Illinois, United States View → VS Vijayshree Sewlia Vijayshree Sewlia Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → CE Caron Ellis Caron Ellis Colleague at Fidelity InvestmentsMount Holly, New Jersey, United States View → JB Jeanette Brockman Jeanette Brockman Colleague at Fidelity InvestmentsAlexandria, Kentucky, United States View → DF Doug Frey Doug Frey Colleague at Fidelity InvestmentsSudbury, Massachusetts, United States View → JS John Schultz, Crpc® John Schultz, Crpc® Colleague at Fidelity InvestmentsKennesaw, Georgia, United States View → CG Chris Gaines Chris Gaines Colleague at Fidelity InvestmentsFort Worth, Texas, United States View →
2 education records

Patrick Greeley education

FAQ

Frequently asked questions about Patrick Greeley

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

What company does Patrick Greeley work for?

Patrick Greeley works for Fidelity Investments.

What is Patrick Greeley's role at Fidelity Investments?

Patrick Greeley is listed as Financial Customer Associate at Fidelity Investments.

Where is Patrick Greeley based?

Patrick Greeley is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Patrick Greeley worked for?

Patrick Greeley has worked for Fidelity Investments and Congress Wealth Management, Llc.

Who are Patrick Greeley's colleagues at Fidelity Investments?

Patrick Greeley's colleagues at Fidelity Investments include Maria Brebner, Pmp, Craig Donnelly, Sheryce Jacobs, Andrias Campbell, and Vijayshree Sewlia.

How can I contact Patrick Greeley?

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

What schools did Patrick Greeley attend?

Patrick Greeley holds Economics, Senior from University Of Massachusetts Amherst.

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