Patrick Jakowchik is currently the Vice President and Financial Consultant at Fidelity Investments, a position held since 2011. Prior to this, Patrick served as an Associate Portfolio Consultant at Charles Schwab & Co., Inc., where they earned the annual Schwab Chairman's Prize for top performance in client satisfaction and retention. Patrick's earlier experience includes roles at Westwood Capital Management and SEIA, LLC, with a focus on financial advising and client services. They hold a Bachelor of Science in Business Management from California Lutheran University, which they completed in 2004.
Location
Seal Beach, United States