
Patrick Ward
Bar Staff

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About me
Help Desk Client Services at Fidelity Investments
Education

West Chester University of Pennsylvania
2016 - 2019Bachelor of Science - BS Finance, General SeniorActivities and Societies: Active member of the Economics and Finance Club Treasurer and Event Planner for Sigma Alpha Epsilon Minor in Economics
Experience

Newtown Athletic Club
Jun 2015 - Aug 2017Bar Staff
Pennsylvania State Education Association
May 2017 - Aug 2017Staff Intern• Aided the Pennsylvania State Education Association in organizing and filing papers• Undertook financial and business operations along with sales and customer support•. Gained valuable work experience from the support of professional mentors

ProServ Event Management
Oct 2017 - May 2018Event Staff•Assembled and organized equipment for various events in the Philadelphia region, ranging from Eagles tailgates to fundraisers held at the Racquet Club of Philadelphia•Coordinated employees during each event to perform efficiently and to the best of their ability•Documented, via spreadsheet, supplies used during each event. This aided in determining the amount of inventory Proserv would need to purchase or eliminate for future events based upon my data collection

Spiaggetta Italian Seafood Trattoria
Apr 2018 - Aug 2018Server and Expediter• Directed the kitchen staff and monitored the food going in and out of the kitchen in a timely manner• Communicated with customers to ensure they had an enjoyable experience

Coldwell Banker
May 2018 - Aug 2018Real Estate InternRecommendation:Over the course of 3 months, Patrick Ward assisted us in day to day office work at Coldwell Banker. Throughout the summer, Patrick would arrive on time and shadow me at various settlements as well as business meetings scheduled for that evening. Through my personal experience I have concluded that Patrick is a hardworking, polite, and dedicated individual who puts 100% effort into every task at hand. Our time with Patrick at Coldwell Banker has been an enjoyable experience, and myself along with my fellow colleagues wish him the best of luck in his future endeavors. We appreciate the time he has spent with us this summer.--Patricia K DiMarcoBroker-Sales RepresentativeColdwell Banker James C. Otton Real Estate, Inc.9626 2nd AvenueStone Harbor, New Jersey 08247609-368-2000 Office609 368 4605 directpkd@stoneharbor.comwww.pattidimarco.com Show less

Equitable Advisors
Jun 2019 - May 2021Financial Advisor
Fidelity Investments
Jul 2021 - nowHelp Desk Client Services
Nov 2022 - nowHigh Net Worth Associate
Jul 2021 - Nov 2022
Licenses & Certifications

Series 9
FINRAJul 2023
Series 63
FINRASept 2021
Series 10
FINRAJul 2023
Series 7
FINRANov 2019
Securities Industry Essentials
FINRASept 2019
Life and Health Insurance Certification
Commonwealth of PennsylvaniaJul 2019
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