Patrick Homan

Compliance Surveillance Officer at Private Client Services (PCS), Member FINRA, SIPC

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.

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Timeline

  • Compliance Surveillance Officer

    January, 2022 - present