Patrick Barrett

Vice President, Wealth Management Compliance

Patrick Barrett is a trusted thought leader specializing in risk management, compliance, and governance in the brokerage and cryptocurrency sectors. With extensive experience building oversight programs, they have influenced senior leadership while mitigating regulatory risks at organizations like Fidelity Investments and Robinhood. Notable achievements include establishing oversight committees and automating risk disclosures for complex investment products. Currently, Patrick serves as Vice President of Wealth Management Compliance at Morgan Stanley and continues their education at Marist University. They hold multiple licenses, including FINRA Series 7.

Location

Boston, United States

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