As Senior Vice President of Investor Services, Patrick oversees all aspects of the company's relationship with investors, including investor communication and customer service. Patrick has spent his career leading innovations in financial services. His industry experience includes serving in technology, operations, consulting and management roles at leading financial services companies including Wells Fargo, JP Morgan, Goldman Sachs, Charles Schwab, and Visa. Patrick earned a Bachelor of Science degree in Mathematics with Computer Science from the Massachusetts Institute of Technology and a Master of Business Administration degree in Finance and Strategic Management from The Wharton School of the University of Pennsylvania. Patrick holds a Series 63 securities license.
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