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

2024 - now Vice President, Wealth Management Compliance @ Morgan Stanley
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2023 - 2024 Fidelity Crypto Retail Business Oversight @ Fidelity Investments
2022 - 2023 Brokerage Product and Digital Customer Experience Compliance @ Robinhood

2020 - 2022 Corporate Audit Squad Leader - Fidelity Institutional and Brokerage Operations @ Fidelity Investments
2014 - 2020 Governance, Risk and Oversight Lead - Director @ Fidelity Investments
2015 - 2019 Realtor and Associate Real Estate Agent @ Redfin
2006 - 2014 Corporate Audit Leader @ Fidelity Investments
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2004 - 2006 Senior Audit Associate @ KPMG US
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2002 - 2004 Annuities Operations Associate @ New York Life
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Patrick Barrett Education

Marist University

Patrick Barrett Skills

Series 7
Auditing
Internal Audit

Internal Controls
Financial Services
Financial Risk
Business Process Improvement
Management
Enterprise Risk Management
Risk Assessment

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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 Marist University. With a robust skill set that includes Series 7, Auditing, Internal Audit, Internal Controls, Financial Services and more. Patrick Barrett has 4 emails and 2 mobile phone numbers on RocketReach.

Patrick Barrett Emails

Found 4 emails

Patrick Barrett Phone Numbers

Found 6 phone numbers

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