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Patrick Dunn's email & phone

Position:Wealth Management Service Specialist 3 at Fidelity Investments
Experience:19 years
Location:Chapel Hill, North Carolina, United States

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Work Experience

Wealth Management Service Specialist 3 at Fidelity Investments

Jul 2025 - Current

Wealth Management Service Specialist 2 at Fidelity Investments

Jan 2024 - Jul 2025

Wealth Management Services Onboarding Coach at Fidelity Investments

Mar 2023 - Jul 2025

Wealth Management Sr Service Specialist at Fidelity Investments

Dec 2017 - Apr 2023

HNW Senior Trading Specialist at Fidelity Investments

Mar 2014 - Dec 2017

Training Facilitator at Fidelity Investments

Jun 2011 - Mar 2014

Learning Facilitator at Fidelity Investments

Sep 2009 - Jun 2011

Financial Services Representative at Fidelity Investments

Jul 2007 - Sep 2009

Patrick Dunn started working in 2007, then the employee has changed 7 jobs. On average, Patrick Dunn works for one company for 2 years 6 months.

Education

Bachelor of Arts - BA at Florida State University

Current Company Information Fidelity Investments

Name: Fidelity Investments

Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management

Location: Boston, MA, United States

Employees: 10000+

Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...

Frequently Asked Questions

What is Patrick Dunn's minimum period of employment in the companies?

Patrick Dunn's minimum period of employment in various companies is 1 year 6 months.

What is Patrick Dunn's average duration of employment for different companies?

On average, Patrick Dunn works for one company for 2 years 10 months

What industries has Patrick Dunn worked in?

Patrick Dunn works in the Financial Services.

What positions has Patrick Dunn held before?

Previously, Patrick Dunn worked as a Wealth Management Service Specialist 2, and Wealth Management Services Onboarding Coach, and Wealth Management Sr Service Specialist, and HNW Senior Trading Specialist, and Training Facilitator.

How do I contact Patrick Dunn?

Patrick Dunn's email address is p****n@fidelity.com, phone number is +1-***-***-7096. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Patrick Dunn Namesakes

Name
Company
Position
P
Department of Entomology at UW - Madison
Research Intern
P
Customer Service Representative
P
McMaster Sport Fitness School
1:1 Program and Behaviour Management Coordinator

Other employees at Fidelity Investments

Name
Company
Position
Z
Senior Director Finance

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