Patrick Sarate is a Client Support Specialist II at Fidelity Investments, where they are focused on providing exceptional service in the financial sector. They previously held the position of High Net Worth Associate at Fidelity Investments and have extensive experience in the financial services industry, having worked as an Investment Professional at JPMorgan Securities LLC. In addition, Patrick has served as a Real Estate Agent with Berkshire Hathaway HomeServices and as a Regional Sales and Marketing Director for a storage business in San Antonio. Their background also includes customer service roles at Gannet Drones LLC and claims adjustment at USAA. Patrick values continuous education and has held multiple professional licenses in Texas, reflecting their commitment to personal and professional growth.
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