Patten Training & Review
Here at Patten Training & Review, our job is to help you succeed. Patten Training & Review provides quality training and compliance solutions using our effective, efficient, and proven expertise. Our team of professionals have operated as Principals for numerous firms throughout the country and serve as Chief Compliance Officers for FINRA-registered broker-dealers, investment advisors, and even municipal advisors. In addition, our team offers regulatory consulting to Broker-Dealers and Investment Advisors. Along with compliance solutions, Patten Training & Review offers training for securities exams. With more than 30 years of experience in the financial services industry, our team effectively trains industry professionals to successfully pass their required qualification examinations with the convenience of either a live or virtual classroom or online training. Patten Training & Review also created the “FinOp Exchange." The FinOp Exchange is designed to provide a safe environment for FinOps to share ideas and have their questions answered amongst a group of their peers. For more information, please visit:
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Verified contacts
18
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
12
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DC
Dan Czajka
Compliance Director · Legal
EmailPhone - KS
Kim Stanton
Compliance Director · Legal
EmailPhone - SH
Susan Hayes
Regulatory Accounting Manager · Finance & Accounting
EmailPhone - LG
Liz Granitz
Educational Content Developer · Education
EmailPhone - MC
Marina Combs
Compliance · Finance & Accounting
EmailPhone - CG
Cass Garner
Chief Learning Officer · Human Resources
EmailPhone - DP
Deirdre Patten
President Owner · General Business & Management
EmailPhone - BS
Brittney Stephens
Compliance Director · Legal
EmailPhone - AJ
Amy Jordan
System Administrator · Information Technology
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Patten Training & Review
15 distinct titles indexed · top 10 shown.
- 3compliance director
- 1ameriprise financial services, inc
- 1chief learning officer
- 1compliance
- 1compliance analyst
- 1compliance assistant
- 1compliance associate
- 1educational content developer
- 1email reviewer
- 1finop
- +5more titles
Sign up to unlock all 18 contacts at Patten Training & Review
Free for 7 days · 50 credits · no card · only pay for verified records.
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