Patrick Greeley
Education & Certificates
B.A., University of Massachusetts Amherst
Professional Background
During my career, I had the opportunity to spend a summer as an intern with CW Advisors while I was in school. After graduating, I began my career with Fidelity Investments as a Financial Customer Associate. During my time at Fidelity, I advanced to the role of Retirement Brokerage Services Associate, which required me to obtain my SIE, Series 7, and Series 63 licenses. After more than a year and a half with the firm, I decided to return to CW Advisors, where I continue to build on my experience and passion for helping clients achieve their financial goals.
Personal Interests
Outside of work, I enjoy spending as much time outdoors as possible and staying active through recreational sports. Golf is a particular passion of mine, as I grew up working at golf courses, which fostered both my love for the game and appreciation for being outdoors. Hockey has also played a significant role in my life and was a foundational part of my childhood. In addition, I enjoy traveling and exploring new places. I was fortunate to spend a semester studying abroad during college, an experience that inspired a lasting desire to see more of the world and experience different cultures.