Customer Relationship Advocate
Current
May 2024 - Present
AeroLeads people directory · profile
Patrick Warnock Email & Phone Number
Fidelity Investments - Customer Relationship Advocate
at
Fidelity Investments
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Fidelity Investments - Customer Relationship Advocate
Location
Raleigh-Durham-Chapel Hill Area, United States
Company size
Who is Patrick Warnock? Overview
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Quick answer
Patrick Warnock is listed as Fidelity Investments - Customer Relationship Advocate at Fidelity Investments, a with 52767 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a matched LinkedIn profile for Patrick Warnock.
Patrick Warnock previously worked as Customer Relationship Advocate at Fidelity Investments and Acquisitions Analyst Intern at Fpa Multifamily Llc. Patrick Warnock holds Bachelor Of Business Administration - Bba, Business Analytics from University Of North Carolina Wilmington.
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Fidelity Investments
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Profile bio
About Patrick Warnock
Patrick Warnock is a Fidelity Investments - Customer Relationship Advocate at Fidelity Investments. Colleagues describe them as "Patrick consistently demonstrates servant leadership qualities by taking initiative, educating and empowering both his team and clients on relevant processes and technical industry matters, and problem-solving across business units. He spearheaded the creation of a knowledge-sharing method that greatly impacted efficiency in communication across teams and demonstrates the ability to run meetings with great aplomb. He will succeed wherever his career journey takes him."
Current workplace
Patrick Warnock's current company
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Fidelity Investments
2 roles
Patrick Warnock work experience
A career timeline built from the work history available for this profile.
Acquisitions Analyst Intern
• Worked directly with Acquisition Officers to draft over 30 Letters of Intent for potential multifamily acquisitions totaling upwards of $830 million• Worked directly with FPA’s third party tax advisors and insurance carrier to obtain tax and insurance quotes for potential acquisitions. Tracked all outstanding requests to ensure prompt delivery during Acquisition Officers’ bidding process• Underwrote one fully-marketed deal and one off-market deal• Assisted in due diligence for live deals including analyzing crime reports, creating maps with key points of interest and employers in the area, and assisting with formatting investment memorandum exhibits• Assisted with maintaining and organizing the underwriting folders within SharePoint for the Acquisition Team• Completed various training courses for CoStar and Excel
Oct 2023 - Dec 2023
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
TC
Timmanna Channal
Colleague at Fidelity InvestmentsThe Colony, Texas, United States
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Anmisha Bandi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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RM
Rachel Melton
Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States
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Robert Coutu
Colleague at Fidelity InvestmentsNorth Providence, Rhode Island, United States
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AM
Allison Mogauro
Colleague at Fidelity InvestmentsGreater Boston, United States
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KS
Kelly Sammons
Colleague at Fidelity InvestmentsUnited States
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Martyn Brown
Colleague at Fidelity InvestmentsAndover, Massachusetts, United States
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Barbara March
Colleague at Fidelity InvestmentsSuffolk County, Massachusetts, United States
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MC
Matthew Ceinski
Colleague at Fidelity InvestmentsGreater Chicago Area, United States
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JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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Timmanna Channal
Colleague at Fidelity InvestmentsThe Colony, Texas, United States
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AB
Anmisha Bandi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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RM
Rachel Melton
Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States
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RC
Robert Coutu
Colleague at Fidelity InvestmentsNorth Providence, Rhode Island, United States
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AM
Allison Mogauro
Colleague at Fidelity InvestmentsGreater Boston, United States
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KS
Kelly Sammons
Colleague at Fidelity InvestmentsUnited States
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MB
Martyn Brown
Colleague at Fidelity InvestmentsAndover, Massachusetts, United States
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BM
Barbara March
Colleague at Fidelity InvestmentsSuffolk County, Massachusetts, United States
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MC
Matthew Ceinski
Colleague at Fidelity InvestmentsGreater Chicago Area, United States
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JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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1 education record
Patrick Warnock education
FAQ
Frequently asked questions about Patrick Warnock
Quick answers generated from the profile data available on this page.
What company does Patrick Warnock work for?
Patrick Warnock works for Fidelity Investments.
What is Patrick Warnock's role at Fidelity Investments?
Patrick Warnock is listed as Fidelity Investments - Customer Relationship Advocate at Fidelity Investments.
Where is Patrick Warnock based?
Patrick Warnock is based in Raleigh-Durham-Chapel Hill Area, United States while working with Fidelity Investments.
What companies has Patrick Warnock worked for?
Patrick Warnock has worked for Fidelity Investments and Fpa Multifamily Llc.
Who are Patrick Warnock's colleagues at Fidelity Investments?
Patrick Warnock's colleagues at Fidelity Investments include Timmanna Channal, Anmisha Bandi, Rachel Melton, Robert Coutu, and Allison Mogauro.
How can I contact Patrick Warnock?
You can use AeroLeads to view verified contact signals for Patrick Warnock at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Patrick Warnock attend?
Patrick Warnock holds Bachelor Of Business Administration - Bba, Business Analytics from University Of North Carolina Wilmington.
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