Patrick Barrett

Charlotte, North Carolina

Director -Broker Dealer & Investment Adviser Oversight, Governance & Risk Management, Fidelity Investments - Personal Investing

Experience at:
Fidelity Investments - Personal Investing, Fidelity Investments, KPMG LLP

I’m interested in mentoring people from:

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    Where I've Worked

    May 2014 – Present

    Director -Broker Dealer & Investment Adviser Oversight, Governance & Risk Management

    Fidelity Investments - Personal Investing

    Jun 2006 – May 2014

    Audit Manager - Fidelity Corporate Audit

    Fidelity Investments - Personal Investing

    Jun 2006 – May 2014

    Audit Manager

    Fidelity Investments

    Mar 2004 – Jun 2006

    Senior Associate

    KPMG LLP

    Jul 2002 – Mar 2004

    Annuity Service Associate II

    New York Life Insurance Co
    Where I've Studied

    BS, International Business Administration

    Marist College

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

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