Financial Consultant
Current
Oct 2020 - Present
AeroLeads people directory · profile
Teresa Patrick Email & Phone Number
Financial Consultant
at
Fidelity Investments
1 work email found
@fidelity.com
8 phones found area 310, 424, 760, and 805
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 71%
Current company
Role
Financial Consultant
Location
Santa Monica, California, United States
Company size
Who is Teresa Patrick? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Teresa Patrick is listed as Financial Consultant at Fidelity Investments, a with 52767 employees, based in Santa Monica, California, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 310, 424, 760, 805, and a matched LinkedIn profile for Teresa Patrick.
Teresa Patrick previously worked as Investments Private Client Advisor at Jp Morgan Chase Bank Na and Financial Advisor at Cuso Financial Services, Lp.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Teresa Patrick's masked contact details.
{first}.{last}@fidelity.com
89% confidence
AeroLeads found 1 current-domain work email signal for Teresa Patrick. Compare company email patterns before reaching out.
Profile bio
About Teresa Patrick
Teresa Patrick is a Financial Consultant at Fidelity Investments.
Current workplace
Teresa Patrick's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
4 roles
Teresa Patrick work experience
A career timeline built from the work history available for this profile.
Investments Private Client Advisor
Jp Morgan Chase Bank Na
Financial Advisor who provides financial guidance to achieve financial goals.
Jun 2019 - Sep 2020
Financial Advisor
Teresa Patrick with CUSO Financial Services, LP at SkyOne Federal Credit Union provides quality financial strategies, and offers insurance and financial services, and FAA employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to Charitable Gifting, Wealth Transfer, Estate Planning Strategies, College Funding, Retirement Planning, Managing costs for extended periods of care and lifetime income strategies.
Apr 2018 - May 2019
Financial Advisor
Developed existing relationships and build effective new relationships with clients and prospects. Demonstrated excellent analysis and understanding of the client's financial needs. Provided and implemented financial strategies by collecting and analyzing client financial data to determine which products were in the client’s best interest. Acted as a fully integrated “Subject Matter Expert” for Investments and Advisory Services & Life Insurance wealth transfer.
Nov 2009 - Apr 2018
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
JV
Jujare Vinayak
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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DS
Debabrata Sinha
Colleague at Fidelity InvestmentsSouth Delhi, Delhi, India
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TT
Tim Tessier
Colleague at Fidelity InvestmentsSalem, New Hampshire, United States
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KS
Karthikeyan Sundaram
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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PM
Pj Melnick, Cfp®
Colleague at Fidelity InvestmentsWashington, District Of Columbia, United States
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BM
Blake Martin
Colleague at Fidelity InvestmentsPleasant Grove, Utah, United States
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GV
George Vartanian, Cfa, Crps
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States
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AC
Austin Concascia
Colleague at Fidelity InvestmentsOakdale, Connecticut, United States
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CC
Cecilia Calwin
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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JW
Jackson Webb
Colleague at Fidelity InvestmentsBoulder, Colorado, United States
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Jujare Vinayak
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
DS
Debabrata Sinha
Colleague at Fidelity InvestmentsSouth Delhi, Delhi, India
View →
TT
Tim Tessier
Colleague at Fidelity InvestmentsSalem, New Hampshire, United States
View →
KS
Karthikeyan Sundaram
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
View →
PM
Pj Melnick, Cfp®
Colleague at Fidelity InvestmentsWashington, District Of Columbia, United States
View →
BM
Blake Martin
Colleague at Fidelity InvestmentsPleasant Grove, Utah, United States
View →
GV
George Vartanian, Cfa, Crps
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States
View →
AC
Austin Concascia
Colleague at Fidelity InvestmentsOakdale, Connecticut, United States
View →
CC
Cecilia Calwin
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
View →
JW
Jackson Webb
Colleague at Fidelity InvestmentsBoulder, Colorado, United States
View →
FAQ
Frequently asked questions about Teresa Patrick
Quick answers generated from the profile data available on this page.
What company does Teresa Patrick work for?
Teresa Patrick works for Fidelity Investments.
What is Teresa Patrick's role at Fidelity Investments?
Teresa Patrick is listed as Financial Consultant at Fidelity Investments.
What is Teresa Patrick's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Teresa Patrick at Fidelity Investments.
What is Teresa Patrick's phone number?
AeroLeads has found 8 phone signal(s) with area code 310, 424, 760, 805 for Teresa Patrick at Fidelity Investments.
Where is Teresa Patrick based?
Teresa Patrick is based in Santa Monica, California, United States while working with Fidelity Investments.
What companies has Teresa Patrick worked for?
Teresa Patrick has worked for Fidelity Investments, Jp Morgan Chase Bank Na, Cuso Financial Services, Lp, and Eagle Strategies, Llc.
Who are Teresa Patrick's colleagues at Fidelity Investments?
Teresa Patrick's colleagues at Fidelity Investments include Jujare Vinayak, Debabrata Sinha, Tim Tessier, Karthikeyan Sundaram, and Pj Melnick, Cfp®.
How can I contact Teresa Patrick?
You can use AeroLeads to view verified contact signals for Teresa Patrick at Fidelity Investments, including work email, phone, and LinkedIn data when available.
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