Patrick Boland Email & Phone Number
Private Wealth Management Relationship Manager @ Fidelity Investments
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Patrick Boland Location
- Atlanta, GA, US
Patrick Boland Work
- 2022 -now Private Wealth Management Relationship Manager @
- 2020 -2022 Planning Consultant @
- 2016 -2020 Financial Consultant Program – Relationship Manager @
- 2014 -2016 Financial Consultant Program – Financial Representative @
- 2013 -2014 Financial Representative @
- 2012 -2012 Commercial Real Estate Intern @
Patrick Boland Education
- University of Georgia - Terry College of Business
- Florida State University - College of Business
Patrick Boland Skills
- Leadership
- Finance
- Real Estate
- Commercial Lending
- Financial Analysis
- Investments
- Loans
- New Business Development
- Banking
- Credit
- Mortgage Lending
- Underwriting
- Financial Services
- Mutual Funds
- Public Speaking
- Customer Service
- Business Development
- Time Management
- Social Media
- Microsoft Excel
- Microsoft Office
Patrick Boland Summary
- Patrick Boland, based in Atlanta, GA, US, is currently a Private Wealth Management Relationship Manager at Fidelity Investments. Patrick Boland brings experience from previous roles at Fidelity Investments. Patrick Boland holds a University of Georgia - Terry College of Business. With a robust skill set that includes Leadership, Finance, Real Estate, Commercial Lending, Financial Analysis and more. Patrick Boland has 2 emails and 1 mobile phone numbers on RocketReach.
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