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Attending SIFMA C&L Society Regional Seminar
September 21, 2016
On September 21, 2016, Oyster Founder and Legal Counsel Patrick Dennis and Senior Consultant Patrick lane will be attending the SIFMA C&L Society Regional Seminar in Charlotte, NC.
Patrick Lane has over 25 years of securities industry experience. He started out at Prudential Bache in a branch support role, then became a Financial Advisor. Later, he moved to Paine Webber as an advisor and then to First Union Brokerage Services (FUBS) where he worked in the self-directed trading area. Through the company’s various mergers and growth, he was promoted to run the self-directed line of business, the customer service contact centers, online brokerage customer contact center, correspondent clearing customer contact centers and the asset management account contact center. The responsibilities of his teams included risk and analytics, middle office operations, online brokerage production support, quality assurance, learning and development.
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