Patten Training & Review Employee Directory

Financial ServicesTexas, United States11-50 Employees

Here at Patten Training & Review, our job is to help you succeed. Patten Training & Review provides quality training and compliance solutions using our effective, efficient, and proven expertise. 

Our team of professionals have operated as Principals for numerous firms throughout the country and serve as Chief Compliance Officers for FINRA-registered broker-dealers, investment advisors, and even municipal advisors. In addition, our team offers regulatory consulting to Broker-Dealers and Investment Advisors.

Along with compliance solutions, Patten Training & Review offers training for securities exams. With more than 30 years of experience in the financial services industry, our team effectively trains industry professionals to successfully pass their required qualification examinations with the convenience of either a live or virtual classroom or online training. 
Patten Training & Review also created the “FinOp Exchange." The FinOp Exchange is designed to provide a safe environment for FinOps to share ideas and have their questions answered amongst a group of their peers.

For more information, please visit: 
www.pattentraining.com

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

Patten Training & Review Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Patten Training & Review's Leadership

  • Stylized image of a person
    C. G.
    Chief Learning Officer
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  • Stylized image of a person
    A. J.
    Chief Information Officer
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  • Stylized image of a person
    D. P.
    President/Owner
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  • Stylized image of a person
    C. C.
    Compliance Director, Cco, Ceo
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  • Stylized image of a person
    K. L.
    Owner
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  • Stylized image of a person
    K. S.
    Compliance Director
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  • Stylized image of a person
    M. C.
    Compliance Director
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  • Stylized image of a person
    C. C.
    Compliance Director
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Patten Training & Review Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Legal
  • Business
  • Consultant
  • Information Technology
  • Other

Contact profiles from Patten Training & Review

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. G.
    Chief Learning Officer
    Phone icon
    United StatesTexas
    Jan 12, 2026
  • Stylized image of a person
    D. P.
    President/Owner
    Phone icon
    United StatesTexas
    Jan 08, 2026
  • Stylized image of a person
    A. J.
    Chief Information Officer
    Phone icon
    United StatesTexas
    Dec 10, 2024
  • Stylized image of a person
    K. L.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. S.
    Compliance Director
    Phone icon
    United StatesFlorida
    Nov 06, 2025
  • Stylized image of a person
    M. C.
    Compliance Director
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    Nov 16, 2025
  • Stylized image of a person
    C. C.
    Compliance Director
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    Oct 22, 2024
  • Stylized image of a person
    S. H.
    Regulatory Accounting Manager
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    United StatesNew Jersey
    Oct 22, 2025
  • Stylized image of a person
    T. T.
    Senior Compliance Consultant
    Phone icon
    United StatesNew Jersey
    Sep 11, 2024
  • Stylized image of a person
    J. B.
    Consultant
    Phone icon
    United StatesLouisiana
    Nov 19, 2025

Frequently Asked Questions

What is Patten Training & Review known for?

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Patten Training & Review was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Patten Training & Review's company overview page for more information.

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

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Patten Training & Review employees' email format typically follows the pattern of . 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?

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Patten Training & Review has approximately 23 employees as of January 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Learning Officer: C. G.
  • Chief Information Officer: A. J.
  • President/Owner: D. P.
  • Compliance Director, Cco, Ceo: C. C.
  • Owner: K. L.

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