Patten Training & Review
Financial Services • 
The Woodlands, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 8111 Ashlane Way, The Woodlands, Texas 77382, US |
| Phone number | +12814196030 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Executive Training, Regulatory Consulting, Custom Content Development, Finop, Chief Compliance Officer, Investment Banking Principal, Aml 3Rd Party Testing, Exam Prep Classes, Municipal Advisor Cco, Municipal Principal, New Member Support, Options Principal, Principal Outsourcing, Supervisory Principal, Insurance License Management, Producer License Management |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
Key Contacts at Patten Training & Review
Deirdre Patten
President/Owner
Dan Czajka
Compliance Director
Brittney Stephens
Compliance Director
Kim Stanton
Compliance Director
Richard Kowalski
Business Owner
Patten Training & Review Email Formats
Patten Training & Review uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pattentraining.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pattentraining.com | 50% |
{first name}{last name} | johndoe@pattentraining.com | 50% |
About Patten Training & Review
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
Patten Training & Review revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Patten Training & Review has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Patten Training & Review has never raised funding before.
Patten Training & Review Tech Stack
Discover the technologies and tools that power Patten Training & Review's digital infrastructure, from frameworks to analytics platforms.
CDN
Australia
South Africa
Spain
BrazilFrequently asked questions
4.8
40,000 users
