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Patten Training & Review Employee Directory

Financial ServicesTexas, United States11-50 Employees

Patten Training & Review operates in the financial services sector, offering training and compliance solutions grounded in extensive industry practice. Its team has served as Principals and Chief Compliance Officers for numerous FINRA-registered broker-dealers, investment advisers, and municipal advisors, and it provides regulatory consulting to broker-dealers and investment advisers. Training options cover securities exam preparation and can be delivered in live classrooms, virtual formats, or online, reflecting more than three decades in the industry. 

Based in The Woodlands, Texas, the company serves clients across the United States with a relatively small-to-mid-sized team. In addition to training and regulatory guidance, Patten Training & Review created the FinOp Exchange, a forum for FinOps professionals to share ideas and seek peer answers.

Find Patten Training & Review employees' phone numbers or email addresses

Patten Training & Review Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

Patten Training & Review's Leadership

  • Owner at Patten Training & Review
    K. L.
    Owner
    Mobile Phone
  • Director at Patten Training & Review
    A. D.
    Director
    Mobile Phone
  • Compliance Director at Patten Training & Review
    M. C.
    Compliance Director
    Mobile Phone
  • Compliance Director at Patten Training & Review
    C. C.
    Compliance Director
    Mobile Phone

Patten Training & Review Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Consultant
  • Information Technology
  • Other
  • Finance

Contact profiles from Patten Training & Review

Name
Title
Contact
Location
Last Update
  • Owner at Patten Training & Review
    K. L.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Director at Patten Training & Review
    A. D.
    Director
    Mobile Phone
    Apr 14, 2026
  • Compliance Director at Patten Training & Review
    M. C.
    Compliance Director
    Mobile Phone
    Sep 11, 2026
  • Compliance Director at Patten Training & Review
    C. C.
    Compliance Director
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Patten Training & Review known for?

Minus sign iconPlus sign iconPatten Training & Review was founded in 2010 and operates in the Financial Services industry. You can contact Patten Training & Review's main corporate office by phone at
+1-281-419-****
. Explore Patten Training & Review's company overview page for more information.

What is Patten Training & Review's most common email format?

Minus sign iconPlus sign iconPatten Training & Review employees' email format typically follows the pattern of FLast@pattentraining.com. Trying to find reliable and up-to-date employee contact data? Find more Patten Training & Review email formats with LeadIQ.

How many employees does Patten Training & Review have currently?

Minus sign iconPlus sign iconPatten Training & Review has approximately 26 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Patten Training & Review's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Patten Training & Review's key employees include:

  • Owner: K. L.
  • Director: A. D.
  • Compliance Director: M. C.
  • Compliance Director: C. C.

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