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Patrick Cruz
Patrick Cruz
Vice President Financial Consultant | Fidelity Investments
Dallas, Texas, United States
Patrick Cruz
Summary
Patrick Cruz is a dedicated financial professional currently serving as the Vice President Financial Consultant at Fidelity Investments in Dallas, Texas. With a strong foundation in finance and operations research from Trinity University, he has built a robust career at Fidelity, progressing through various roles since 2015. His experience spans investment consulting and financial analysis, showcasing his ability to drive impactful financial strategies. Patrick has also contributed to operational improvements in non-profit and corporate settings, highlighting his versatility and analytical skills. His internships and early roles reflect a commitment to continuous learning and professional development. Patrick’s analytical prowess is complemented by his leadership experience, making him a valuable asset in the financial consulting realm. He is passionate about leveraging data to inform investment strategies and improve client outcomes. Outside of work, he is interested in sustainability and emerging financial technologies, aiming to integrate these into his consulting practices.
Patrick Cruz
Work Experience
Vice President Financial Consultant at
Fidelity Investments
January 2023 - Present
Financial Consultant at
Fidelity Investments
April 2018 - January 2023
Investment Consultant at
Fidelity Investments
July 2016 - April 2018
Financial Representative as part of Fidelity Financial Consultant Program at
Fidelity Investments
June 2015 - July 2016
Investment Banking Analyst Intern at
Pasadera Capital Investment Bank
December 2014 - May 2015
Lean Operations Consultant at
Trinity University
August 2014 - December 2014
Data Analyst Consultant at
Trinity University
August 2014 - December 2014
Financial Analyst Intern at
Fidelity Investments
June 2014 - August 2014
Green Team Intern and Ambassador at
ExxonMobil
June 2010 - August 2010
Assistant Crew Leader at
Student Conservation Association
June 2010 - August 2010
Patrick Cruz
Education
January 2011 - January 2015
Cistercian Preparatory School, High School
January 2002 - January 2011
Frequently Asked Questions about Patrick Cruz
What is Patrick Cruz email address?
Patrick Cruz's primary email address is ************@fmr.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Patrick Cruz work for?
Patrick Cruz is a Vice President Financial Consultant at Fidelity Investments, a company specializing in Other Financial Investment Activities.
Where Patrick Cruz graduated from?
Patrick Cruz holds a degree in Double Majoring In Finance And Operations Research from Trinity University.
How can I directly contact Patrick Cruz?
To contact Patrick Cruz directly, you can use the email address ************@fmr.com. Complete contact information is available upon registration with Muraena.
Who is Patrick Cruz?
Patrick Cruz is a dedicated financial professional currently serving as the Vice President Financial Consultant at Fidelity Investments in Dallas, Texas. With a strong foundation in finance and operations research from Trinity University, he has built a robust career at Fidelity, progressing through various roles since 2015. His experience spans investment consulting and financial analysis, showcasing his ability to drive impactful financial strategies. Patrick has also contributed to operational improvements in non-profit and corporate settings, highlighting his versatility and analytical skills. His internships and early roles reflect a commitment to continuous learning and professional development. Patrick’s analytical prowess is complemented by his leadership experience, making him a valuable asset in the financial consulting realm. He is passionate about leveraging data to inform investment strategies and improve client outcomes. Outside of work, he is interested in sustainability and emerging financial technologies, aiming to integrate these into his consulting practices.
Patrick`s contact details
************@fmr.com
************@fidelity.com
*****@trinity.edu
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