Conor Fitzpatrick
Central Relationship Manager @Fidelity Investments
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WORK HISTORY
Central Relationship Manager @Fidelity Investments
Raleigh-Durham-Chapel Hill, NC, US
Serve as a liaison between local advisers and their corresponding book of business- Proactively reach out to clients to set up advising appointments and better understand their financial goals- Partner with the top Financial Consultants in North Carolina to improve the client experience - Regularly check in with clients to make sure they are pleased with their advising and service provided by the firm
EDUCATION
Walter Hines Page High School
High School Diploma
The University of North Carolina at Chapel Hill
Bachelor of Arts - BA, Mathematics and Economics
ABOUT CONOR FITZPATRICK
I am employed on the Personal Investing team at Fidelity Investments as a Central Relationship Manager. In this role, I partner with local advisors in the triangle and assist with their respective book of business. I earned my bachelor\'s degree from the University of North Carolina in mathematics and economics and have a passion for using data to help clients and companies drive decision making to improve efficiency in their work.
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