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Patrick Cruz

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Patrick Cruz

Vice President Financial Consultant | Fidelity Investments

Dallas, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Patrick Cruz

Work Experience

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Vice President Financial Consultant at

Fidelity Investments

January 2023 - Present

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Financial Consultant at

Fidelity Investments

April 2018 - January 2023

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Investment Consultant at

Fidelity Investments

July 2016 - April 2018

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Financial Representative as part of Fidelity Financial Consultant Program at

Fidelity Investments

June 2015 - July 2016

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Investment Banking Analyst Intern at

Pasadera Capital Investment Bank

December 2014 - May 2015

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Lean Operations Consultant at

Trinity University

August 2014 - December 2014

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Data Analyst Consultant at

Trinity University

August 2014 - December 2014

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Financial Analyst Intern at

Fidelity Investments

June 2014 - August 2014

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Green Team Intern and Ambassador at

ExxonMobil

June 2010 - August 2010

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Assistant Crew Leader at

Student Conservation Association

June 2010 - August 2010

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Patrick Cruz

Education

Trinity University

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

mail

************@fmr.com

************@fidelity.com

*****@trinity.edu

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