PB

Patrick Boland

Private Wealth Management Relationship Manager

Patrick Boland is currently a Private Wealth Management Relationship Manager at Fidelity Investments, a role they have held since 2022. Previously, they worked as a Planning Consultant and in various positions within the Financial Consultant Program at Fidelity, focusing on client education, problem resolution, and compliance. Patrick also completed a Commercial Real Estate internship at TD in 2012, where they developed financial analysis skills. They are presently pursuing a Bachelor of Science in Finance at Florida State University.

Location

Atlanta, United States

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