Patrick Duffy
- Role
- Head of Core Market Sales at Fidelity Investments
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patrick Duffy
Growing up, my family reinforced three core values - faith, family, and education. As an…
Experience
Head of Core Market Sales
Oct 2021 — Present
Our teams of sales professionals are responsible for helping Financial Advisors and employers with their retirement plans. While primarily focused on helping folks with 401(k) plans, we also educate the marketplace on the value of a wide array of benefits such as HSA, Student Debt, and Workplace Giving.
Skills
- Payroll
- Sales Management
- Sales
- 401k
- Spanish-Speaking
- Series 7
- Series 24
- Salesforce.com
- Series 63
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