Patrick Homan

Compliance Surveillance Officer

Patrick Homan is an experienced Compliance Officer who has worked in various financial services companies such as The AmeriFlex® Group, LPL Financial, and BB&T Investment Services. In their current role at Private Client Services, Patrick serves as a Compliance Surveillance Officer, overseeing broker-dealer transactions and managing the registration department. Patrick has a Bachelor's degree in Economics from the University of Northern Iowa.

Location

Charlotte, United States

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