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Patrick Oed's email & phone

Position:Compliance Consultant II at AdvisorAssist
Experience:3 years
Location:Spring, Texas, United States

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Work Experience

Compliance Consultant II at AdvisorAssist

Jan 2025 - Current

Compliance Consultant at AdvisorAssist

Jun 2023 - Jan 2025

Patrick Oed started working in 2023, then the employee has changed 1 job. On average, Patrick Oed works for one company for 1 year 4 months.

Education

Bachelor's degree at Wheaton College Massachusetts

High School Diploma at The Woodlands High School

Current Company Information AdvisorAssist

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....

Frequently Asked Questions

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 months

What 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 Winn

Who are Patrick Oed's peers at other companies?

Patrick Oed's peers at other companies are Gerry Anderson and Charlotte and Carissa Lyn Huang

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