Patrick Burns

Patrick Burns is currently the Director of Corporate Transition Services at Fidelity Investments, a position they have held since 2022. They previously served as a Team Leader and Onboarding Leader within the same organization. Prior to this, Patrick gained diverse experience in the financial sector, including roles at Scottrade as a Branch Intern and at Merrill Edge, where they served as an Officer, Premium Investment Specialist, and Assistant Vice President. Patrick holds a Bachelor of Science in Business Administration with a focus on Finance from the University of Rhode Island and an MBA in Leadership from Bryant University. They are licensed with multiple FINRA approvals, including Series SIE, 7, 9, 10, 63, and 66.