Pat Falvey

Pat Falvey has a strong foundation in business management and finance, holding a Bachelor's degree in Management, Business, and Economics, as well as an MBA in Finance from the University of Denver. Currently, Pat serves as an Investment Management Consultant III at Fidelity Investments, having previously held roles such as Team Lead Manager in Advisory Services and Hybrid Internal Wholesaler at Jackson National Asset Management. Pat's experience includes serving as a Procurement Specialist at SDSE, where they negotiated contract terms for solar energy initiatives, and as an intern at several organizations, contributing to business plans and financial advisory practices. Pat possesses various financial qualifications, including Series 7, 65, 63, and Life and Health licenses.