Patrick Barrett Email & Phone Number
Vice President, Wealth Management Compliance @ Morgan Stanley
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Patrick Barrett Location
- Boston, MA, US
Patrick Barrett Work
- Vice President, Wealth Management Compliance @ (October 2024 - Present)
- Fidelity Crypto Retail Business Oversight @ (July 2023 - July 2024)
- Brokerage Product and Digital Customer Experience Compliance @ (September 2022 - September 2023)
- Corporate Audit Squad Leader - Fidelity Institutional and Brokerage Operations @ (October 2020 - January 2022)
- Governance, Risk and Oversight Lead - Director @ (May 2014 - October 2020)
- Corporate Audit Leader @ (June 2006 - May 2014)
- Realtor and Associate Real Estate Agent @ (January 2015 - January 2019)
- Senior Audit Associate @ (January 2004 - January 2006)
- Annuities Operations Associate @ (January 2002 - January 2004)
Patrick Barrett Education
- Marist University
BA (International Business/Marketing)
Patrick Barrett Skills
- Series 7
- Auditing
- Internal Audit
- Internal Controls
- Financial Services
- Financial Risk
- Business Process Improvement
- Management
- Enterprise Risk Management
- Risk Assessment
- Risk Management
- Leadership
- Capital Markets
- Equities
- Governance
- Project Planning
- Sarbanes-Oxley Act
- Operational Risk
- Solicitation
- Product Reviews
- Real Estate
- Sales
- Investments
- Broker Dealer Operations
- Broker Dealer Compliance
- Supervision
- Product Management
- Sarbanes Oxley Act
- Cloud Computing
Patrick Barrett Summary
- Patrick Barrett, based in Boston, MA, US, is currently a Vice President, Wealth Management Compliance at Morgan Stanley. Patrick Barrett brings experience from previous roles at Fidelity Investments and Robinhood. Patrick Barrett holds a BA in International Business/Marketing @ Marist University. With a robust skill set that includes Series 7, Auditing, Internal Audit, Internal Controls, Financial Services and more. Patrick Barrett has 3 emails and 3 mobile phone numbers on RocketReach.
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