Patrick Vaughan

About Patrick Vaughan

I have 20+ years of experience working in financial services earning trust and credibility with retirement plan sponsors. I have developed a deep understanding of the defined contribution market and I am specifically focused on assisting higher education plan sponsors optimize their retirement plans to help prepare employees for the future. As the higher education Practice Lead, I help drive Fidelity’s strategy for working with higher education clients. Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02••••••••10

Experience

1. Senior Vice President, Managing Director and Higher Education Practice Leader

   Fidelity Investments

   Dec 2018 — Present

   Responsible for overall relationship, satisfaction, and retention of Fidelity\'s largest Higher Education Defined Contribution Relationships. Developed business plans and strategies with plans sponsors to execute on their Retirement Plan and Financial Wellness goals-Assist with the development and support of Fidelity\'s strategy for working with Higher Education clients.

Education

• University of Cincinnati Carl H. Lindner College of Business

  Bachlors, Operations Management

  1994 — 1999