Patrick holds the position of Chief Compliance Officer (CCO) at Tall Oak Capital Advisors, where he oversees compliance, investment, and business processes. His primary responsibility is to establish and implement standards and procedures that ensure the effectiveness and efficiency of compliance programs throughout the organization. This involves identifying, preventing, detecting, and correcting noncompliance with applicable laws and regulations, all of which are crucial for Tall Oak's operations.

With over 17 years of industry experience, Patrick has primarily worked with large Independent Investment Dealers and Canadian Banks. His journey in finance began on the trading desk at a self-directed brokerage, marking the start of a successful career path. Over the last 12 years, Patrick has been instrumental in various Asset Management and Consulting roles at a prominent Independent Investment Dealer, where he collaborated with advisors nationwide.

Patrick attained the CFA Charterholder designation in 2014, highlighting his commitment to professional excellence in the field. He holds a Bachelor of Commerce degree from the University of Windsor, providing him with a solid foundation for his career endeavors. Patrick's extensive experience, combined with his educational background and professional credentials, equips him with the expertise necessary to navigate complex compliance challenges and contribute to Tall Oak's success in the financial services industry.