Jan 2025 - Current
Jun 2023 - Jan 2025
Bachelor's degree at Wheaton College Massachusetts
High School Diploma at The Woodlands High School
Name: AdvisorAssist
Speciality: RIA Compliance, RIA Registration, Breakaway Advisors, Fee-Based Advisor, CCO Support, RIA Transition Strategy, Business Planning, Outsourced Services
Location: Marshfield, Massachusetts, United States
Employees: 10-50
HQ Phone: 617-800-0388
Description: AdvisorAssist is a management consulting firm that supports and serves investment advisors and firms....
What is Patrick Oed's minimum period of employment in the companies?
Patrick Oed's minimum period of employment in various companies is 1 year 7 months.What is Patrick Oed's average duration of employment for different companies?
On average, Patrick Oed works for one company for 1 year 7 monthsWhat industries has Patrick Oed worked in?
Patrick Oed works in the Financial Services.What positions has Patrick Oed held before?
Previously, Patrick Oed worked as a Compliance Consultant.How do I contact Patrick Oed?
Patrick Oed's email address is p*******o@advisorassist.com, phone number is +1-***-***-7487. Sign up to get contact details.Who is the Founder & CEO of the AdvisorAssist?
The Founder & CEO of the AdvisorAssist is Christopher WinnWho are Patrick Oed's peers at other companies?
Patrick Oed's peers at other companies are Gerry Anderson and Charlotte and Carissa Lyn HuangSignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.