Patrick Flanagan48 Birchcroft Rd Canton, MA 02021 * (781) 389-9085 * Flanagan4678@gmail.com

P R O F E S S I O N A L S U M M A R Y Experienced professional with 11+ years of experience in the financial industry with a comprehensive

knowledge of Microsoft Excel and Bloomberg. Possess strong leadership and organizational qualities that are applied to fast pace environments in order to

consistently meet deadlines. Track record of collaboration across working teams to create, adapt, and advance processes to meet the ever

changing needs of clients.

P R O F E S S I O N A L E X P E R I E N C EFidelity Investments Merrimack NHSenior Valuation Analyst, Jan 2014 – present

Collaborated with the Treasurer’s Office and Investment Management to develop a valuation process for private placements in which information on fair value analysis and supporting documentation would be shared between groups, organized, and presented to the Fair Value Committee for review and approval.

Worked with several audit firms to structure and implement an underlying system for the monthly audit of private placements securities ensuring that all required documentation is provided within a predetermined timeframe in order to meet deadlines for audit cycle as well as internal deadlines for the release of financial statements.

Coordinate and lead monthly meetings with Research Analysts and External Auditors on discussions of inputs, assumptions, and judgments pertaining to valuation models.

Fidelity Investments Boston, MA / Merrimack, NHValuation Analyst, Aug 2011 - Dec 2013

Synthesize information from various sources such as Fund Accounting, portfolio management, custody operations, trading, brokers, and pricing services, in order to verify and report to internal and external clients.

Monitor daily company filings and news for private placements securities for events impacting valuation. Communicate with the Treasurer’s Office on monthly Topic 820 level’s, inputs for funds exceeding greater than

1% of assets that are designated a level 3, and various reports for quarterly financial statements.

Fidelity Investments Boston, MASenior Lead Pricing Analyst, April 2008 - July 2011

Facilitating the daily work of assigned pricing team ensuring both accuracy and timeliness of pricing groups while demonstrating the abilities necessary to move processes forward.

Pricing equities and bonds on domestic and foreign exchanges as well as dealing with foreign exchange.

Investors Bank and Trust Boston, MAMutual Fund Custody Accountant Manager, July 2006 - March 2008

Served as a liaison for five clients carrying out the delivery and settlement of trades for various types of securities in global markets and ensuring the timely wiring of funds within U.S. and foreign markets.

Supervised four custody accountants to follow the proper procedures and comply with all controls.

E D U C A T I O NMerrimack College, North Andover, MABachelor of Science in Business Administration, Minor in Economics, May 2003