Bryce Patrick, Cpa
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Bryce Patrick, Cpa Email & Phone Number

Planning Consultant at Fidelity Investments at Fidelity Investments
Location: Greater Cleveland, United States, United States 6 work roles 2 schools
1 work email found @ey.com 2 phones found area 330 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@ey.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Planning Consultant at Fidelity Investments
Location
Greater Cleveland, United States, United States
Company size

Who is Bryce Patrick, Cpa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bryce Patrick, Cpa is listed as Planning Consultant at Fidelity Investments at Fidelity Investments, a company with 10 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at ey.com, phone signal with area code 330, and a matched LinkedIn profile for Bryce Patrick, Cpa.

Bryce Patrick, Cpa previously worked as Planning Consultant at Fidelity Investments and Senior Business Consultant at Ey. Bryce Patrick, Cpa holds Bachelor’S Degree, Accounting And Finance from Walsh University.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Bryce Patrick, Cpa's masked contact details.

*@ey.com
68% confidence

AeroLeads found 1 current-domain work email signal for Bryce Patrick, Cpa. Compare company email patterns before reaching out.

Profile bio

About Bryce Patrick, Cpa

Senior Business Consultant at EY

Listed skills include Management, Strategic Planning, Microsoft Excel, Leadership, and 10 others.

Current workplace

Bryce Patrick, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Planning Consultant at Fidelity Investments
Website
Employees
10
AeroLeads page
6 roles

Bryce Patrick, Cpa work experience

A career timeline built from the work history available for this profile.

Planning Consultant

Current

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.

Jun 2024 - Present

Senior Business Consultant

Ey

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

Nov 2021 - Jun 2024

Senior Audit Associate

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

Jul 2021 - Nov 2021

Assurance Staff

Ey

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.

Sep 2019 - Jun 2021

Accounting Intern

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

Jun 2016 - Aug 2017

Admissions

Cuyahoga Falls, OH, US

➢ Seasonal job➢ Admissions gatekeeper➢ Aided venue patrons

May 2016 - Aug 2017
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

2 education records

Bryce Patrick, Cpa education

Bachelor’S Degree, Accounting And Finance

Walsh University

High School Graduate

St. Vincent-St. Mary High School
FAQ

Frequently asked questions about Bryce Patrick, Cpa

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

What company does Bryce Patrick, Cpa work for?

Bryce Patrick, Cpa works for Fidelity Investments.

What is Bryce Patrick, Cpa's role at Fidelity Investments?

Bryce Patrick, Cpa is listed as Planning Consultant at Fidelity Investments at Fidelity Investments.

What is Bryce Patrick, Cpa's email address?

AeroLeads has found 1 work email signal at @ey.com for Bryce Patrick, Cpa at Fidelity Investments.

What is Bryce Patrick, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 330 for Bryce Patrick, Cpa at Fidelity Investments.

Where is Bryce Patrick, Cpa based?

Bryce Patrick, Cpa is based in Greater Cleveland, United States, United States while working with Fidelity Investments.

What companies has Bryce Patrick, Cpa worked for?

Bryce Patrick, Cpa has worked for Fidelity Investments, Ey, Rsm Us Llp, Beaver Excavating Company, and Blossom Music Center.

Who are Bryce Patrick, Cpa's colleagues at Fidelity Investments?

Bryce Patrick, Cpa's colleagues at Fidelity Investments include Michael Powell, Jon Ohlson, Sham Ganglani, Philippe Smyth-Laporte, and Nishu Rathi.

How can I contact Bryce Patrick, Cpa?

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

What schools did Bryce Patrick, Cpa attend?

Bryce Patrick, Cpa holds Bachelor’S Degree, Accounting And Finance from Walsh University.

What skills is Bryce Patrick, Cpa known for?

Bryce Patrick, Cpa is listed with skills including Management, Strategic Planning, Microsoft Excel, Leadership, Customer Service, Budgets, Program Management, and Research.

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