Pat Casserly

Patrick Casserly is a Relationship Manager in Retirement Plans at SFP Wealth. Prior to this, Patrick held a Managing Director position at Fidelity Investments, focusing on 401k Relationship Management. Patrick also has experience as a Paralegal Manager at Resolute Management, Inc. and Liberty Mutual Insurance. Patrick completed the General Management Apprentice Program at Fidelity Investments, with rotations in various departments. Patrick holds an M.B.A from Questrom School of Business, Boston University, and a B.A. from the University of Massachusetts Amherst.