Patrick Sullivan

Patrick Sullivan is a Private Wealth Planning Consultant at Fidelity Investments, where they previously served as a High Net Worth Associate, focusing on enhancing relationships with high-net-worth clients and processing various financial transactions. With a Bachelor of Business Administration in Accounting and Finance from Fitchburg State University, Patrick has extensive knowledge in financial planning concepts, fund structures, and customer relationship management. Prior to their time at Fidelity, Patrick worked in golf operations and as a caddie at Wingedfoot Golf Club and Burning Tree Country Club, where they honed their client service skills.