Patrick Noel, IACCP®, is a Senior Compliance Consultant at XY Planning Network, where they provide expert guidance in compliance matters. Previously, from 2013 to 2021, they served as a Financial Examiner V at the Texas State Securities Board, conducting examinations of Registered Investment Advisory firms and training new team members. Patrick earned a Bachelor of Business Administration in Accounting from The University of Texas at San Antonio in 2010.
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