Patrick Ward

Patrick Ward

Bar Staff

Followers of Patrick Ward647 followers
location of Patrick WardGreater Philadelphia

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  • Timeline

  • About me

    Help Desk Client Services at Fidelity Investments

  • Education

    • West Chester University of Pennsylvania

      2016 - 2019
      Bachelor of Science - BS Finance, General Senior

      Activities 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 2017
      Bar Staff
    • Pennsylvania State Education Association

      May 2017 - Aug 2017
      Staff 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 2018
      Event 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 2018
      Server 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 2018
      Real Estate Intern

      Recommendation: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 2021
      Financial Advisor
    • Fidelity Investments

      Jul 2021 - now
      • Help Desk Client Services

        Nov 2022 - now
      • High Net Worth Associate

        Jul 2021 - Nov 2022
  • Licenses & Certifications

    • Series 9

      FINRA
      Jul 2023
    • Series 63

      FINRA
      Sept 2021
    • Series 10

      FINRA
      Jul 2023
    • Series 7

      FINRA
      Nov 2019
    • Securities Industry Essentials

      FINRA
      Sept 2019
    • Life and Health Insurance Certification

      Commonwealth of Pennsylvania
      Jul 2019