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
- Private Wealth Management Relationship Manager @ (May 2022 - Present)
- Planning Consultant @ (January 2020 - May 2022)
- Financial Consultant Program – Relationship Manager @ (July 2016 - January 2020)
- Financial Consultant Program – Financial Representative @ (July 2014 - July 2016)
- Financial Representative @ (July 2013 - July 2014)
- Commercial Real Estate Intern @ (April 2012 - August 2012)
Patrick Boland Education
- Florida State University - Herbert Wertheim College of Business
Bachelor of Science - BS (Finance, General)
- University of Georgia - Terry College of Business
Master of Business Administration - MBA
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 Bachelor of Science - BS in Finance, General @ Florida State University - Herbert Wertheim 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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