Patrick Brennan

Patrick Brennan has extensive experience in the financial services sector, currently serving as a Client Services Specialist at Axelon Services Corp. since November 2013, where support is provided to Citi Client Personal Wealth Management Financial Advisors and internal call centers. Prior roles include Process Improvement Analyst at Pershing Advisor Solutions, where collaboration on quality assurance and performance statistics was emphasized, and Financial Services Professional at AXA Advisors, focusing on operational inquiries and service issue resolution. Additionally, experience includes analyzing mutual fund transactions for The Walsh Associates and consulting on restricted stock transactions at Fidelity Investments.