PF

Patrick Fry

Tranistion Servuves Team Leader

Patrick Fry is an Associate Service Manager at Morgan Stanley, where they focus on enhancing team performance and client satisfaction. Previously, Patrick served as a Transition Services Team Leader at Fidelity Investments, refining retirement solutions and leading teams to optimize service delivery. They spent over two decades as a senior options trader at SMW Trading Company, Inc., and hold an MBA with a concentration in marketing from DePaul Driehaus College of Business, along with a B.A. in Economics, Business, and Political Science from Washington University in St. Louis. Patrick's expertise is underpinned by robust Series 7 and 63 credentials, reflecting a strong commitment to clients' financial well-being.

Location

Chicago, United States


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