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
26

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  • United States Of America
    26

Patten Training & Review's Leadership

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    C. G.
    Chief Learning Officer
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    A. J.
    Chief Information Officer
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    D. P.
    President/Owner
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    K. L.
    Owner
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    A. D.
    Director
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    B. S.
    Compliance Director
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    K. S.
    Compliance Director
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    M. C.
    Compliance Director
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Patten Training & Review Employee Metrics

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

Contact profiles from Patten Training & Review

Name
Title
Contact Info
Location
Last Update
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    T. T.
    Senior Compliance Consultant
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    United StatesNew Jersey
    Sep 11, 2024
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    S. R.
    Finop
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    United States
    Apr 15, 2026
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    J. B.
    Consultant
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    United StatesLouisiana
    Apr 16, 2026
  • Stylized image of a person
    L. G.
    Educational Content Developer
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    United StatesNew York
    Feb 18, 2026
  • Stylized image of a person
    R. R.
    General Securities And Financial & Operations Principal And Compliance Specialist
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    United StatesTexas
    Sep 09, 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. The company's main headquarters is located in 8111 Ashlane Way The Woodlands, Texas 77382 United States; 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 27 employees as of May 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 May 2026, Patten Training & Review's key employees include:

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

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