Bryce Patrick, Cpa Email & Phone Number

Boston, Ma, Us

➢ Collaborate with Financial Consultants and Wealth Planners to enhance financial planning services for Fidelity’s top clients➢ Utilize innovative technologies like Glance and Salesforce to streamline client interactions and optimize financial planning efficiencies➢ Conduct joint appointments and provide expert financial planning consultations, uncovering opportunities for client success➢ Build and nurture long-term relationships with clients, acting as their advocate and mentor, while also supporting and guiding peers➢ Align with Fidelity’s firm-wide initiatives to drive impactful financial planning and uncover complex opportunities for deeper client engagement

London, Gb

➢ Instrumental member of the Enterprise Risk group working on multiple key projects and engagements➢ Led and managed projects that included: internal controls, operational audits and management requests➢ Clients consist of large, global Fortune 500 companies

Chicago, Illinois, Us

➢ Valuable team member taking on the in-charge role for majority of engagements➢ Client and engagement sizes range from EBP’s, not-for-profit and middle market manufacturers➢ Key contact in communicating with clients while orchestrating the roles within the audits

London, Gb

➢ Valued team member of multiple engagements that lead preparation of Quarterly reviews and year-end Audit of companies within the manufacturing industry and retail industry. Client size range from Fortune 500, global company with significant international business to local private company➢ Perform substantive procedures, control walkthroughs, SEC independence procedures, oversight on physical inventory & cycle count observations and assisted in special projects over complex audit areas➢ Cultivate relationships with key client professionals to increase efficiency and group communication➢ Coach multiple staff, interns, IA and Global Delivery Service professionals with preparation of tasks and coordinating client requests➢ Exposure to multiple ERP systems including: Oracle R12, MFG Pro, Oracle MFG and SAP

Canton, Ohio, Us

➢ Accounts Payable Intern➢ Assisted in payroll for material suppliers and sub-contractors➢ Assisted the CFO in analyzing cost of projects➢ Invoice coding, matched packing slips, and reconcile statements➢ Reconciled weekly labor and equipment reports➢ Worked with Sage 300

Cuyahoga Falls, Oh, Us

➢ Seasonal job➢ Admissions gatekeeper➢ Aided venue patrons

Bachelor’S Degree, Accounting And Finance

High School Graduate