Patrick Fitzsimons Email & Phone Number
MD, National Sales Management - Head of Wealth Management Strategy @ Natixis Investment Managers
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Patrick Fitzsimons Location
- Boston, MA, US
Patrick Fitzsimons Work
- MD, National Sales Management - Head of Wealth Management Strategy @ (July 2026 - Present)
- Managing Director @ (January 2016 - Present)
- Managing Director - Northeast Distribution Unit @ (July 2016 - June 2026)
- Investment Consultant - East Coast Team Leader @
- Vice President and Managing Regional Director - Northeast @ (January 2007 - January 2016)
- Vice President and Managing Regional Director - Northeast @ (January 2007 - December 2016)
- Regional Director - Northeast @ (January 2005 - December 2007)
- Regional Director - Northeast @ (January 2005 - January 2007)
- Investment Consultant - East Coast Team Leader @ (November 2003 - January 2005)
- Product Specialist and Broker Services @ (January 2002 - December 2003)
- Investment Product Specialist - Broker Services @ (May 2002 - October 2003)
- Wealth Management Internship @ (January 1999 - December 2000)
- Sales Desk Internship @ (January 2001 - January 2001)
- Wealth Management Internship @ (January 1999 - January 2000)
- Wirehouse Sales Desk Intern @ (January 2001 - December 2001)
Patrick Fitzsimons Education
- Boston College - Wallace E. Carroll Graduate School of Management
Masters of Business Administration (M.B.A.) Degree (Finance, Leadership & Management)
2015-2017 - Babson College
Bachelor of Science - BS (Finance & Investments)
1998-2002 - Monash University
Economics/International Finance (Economics/International Finance)
2001-2001
Patrick Fitzsimons Skills
- Series 7
- Asset Allocation
- Alternative Investments
- Hedge Funds
- Portfolio Optimization
- Fixed Income Analysis
- Sales Presentations
- Sales & Marketing Leadership
- Financial Markets
- Certified Investment Management Analyst
- Series 63
- Series 6
- Investment Management
- Managed Futures
- Portfolio Assessment
- Sales and Marketing Leadership
- Series 24
Patrick Fitzsimons Summary
- Patrick Fitzsimons, based in Boston, MA, US, is currently a MD, National Sales Management - Head of Wealth Management Strategy at Natixis Investment Managers. Patrick Fitzsimons brings experience from previous roles at Natixis Investment Managers and Natixis Global Asset Management. Patrick Fitzsimons holds a 2015 - 2017 Masters of Business Administration (M.B.A.) Degree in Finance, Leadership & Management @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization and more. Patrick Fitzsimons has 4 emails and 1 mobile phone numbers on RocketReach.
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