Patrick Greeley: Email & Phone Number

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Relationship Manager at CW Advisors|Boston, Massachusetts, United States

Position:

Relationship Manager at CW Advisors

Location:

Boston, Massachusetts, United States

View Patrick Greeley's Email

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Last updated: 2026-07-21

Updated: 2026-07-21

Found email addresses for Patrick Greeley:

Business emails:

p*************y@fmr.com

Personal emails:

p********6@gmail.com

Found phone for Patrick Greeley:

+1-***-***-5307

A different Patrick Greeley?

Work Experience 3 years

Relationship Manager at CW Advisors

Jun 2026 - Current

Retirement Brokerage Service Associate at Fidelity Investments

Aug 2025 - Mar 2026

Peer Guide at Fidelity Investments

Apr 2025 - Aug 2025

Financial Customer Associate at Fidelity Investments

Aug 2024 - Aug 2025

Intern at CW Advisors

Jun 2023 - Aug 2023

Intern at CW Advisors

Jun 2023 - Aug 2023

Patrick Greeley started working in 2023, then the employee has changed 2 companies and 4 jobs. On average, Patrick Greeley works for one company for 5 months.

Their professional focus is Analytical Skills, Business Analysis, and Communication across 3 core areas.

Patrick holds Series 63, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor's degree at University of Massachusetts Amherst

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