Patrick Wells Email & Phone Number
Director @ Optima Partners Compliance Advisory
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Patrick Wells Location
- New York, NY, US
Patrick Wells Work
- 2024 -now Director @
- 2019 -2023 Senior Compliance Officer @
- 2012 -2019 Senior Compliance Officer @
- 2012 -2012 CPA and CPE Compliance Contractor @
- 2011 -2012 Compliance Coordinator @
- 2009 -2011 Portfolio Administrator @ Burnham Asset Management
- 2007 -2011 Compliance Associate @ Burnham Asset Management
Patrick Wells Education
- Rutgers University–New Brunswick
BA (Journalism and Media Studies)
1999-2003
Patrick Wells Skills
- Research
- Video Editing
- Microsoft Excel
- Strategic Planning
- KYC
- Sanction
- Video
- Videography
- Digital Video
- OFAC
Patrick Wells Summary
- Patrick Wells, based in New York, NY, US, is currently a Director at Optima Partners. Patrick Wells brings experience from previous roles at Graticule Asset Management Asia, Balyasny Asset Management L.P., PwC and Moelis & Company (via RJL Resources). Patrick Wells holds a 1999 - 2003 BA in Journalism and Media Studies @ Rutgers University–New Brunswick. With a robust skill set that includes Research, Video Editing, Microsoft Excel, Strategic Planning, KYC and more. Patrick Wells has 2 emails on RocketReach.
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Top Optima Partners Compliance Advisory Employees
Jonathan Saxton
Founder and CEO
New York, NY, US
Katrina Banh
Partner and Head of Asia
Hong Kong
Shannon Horton
Partner and Head of West Coast
California, United States
Anna Povinelli
Partner, Optima Partners
New York, NY, US
Nick Walling
Head of UAE
United Arab Emirates
Sani Jackson
Partner
London, GB
Ward Schultz
Chief Financial Officer
Philadelphia, PA, US
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