Patrick Brennan
About Patrick Brennan
Patrick Brennan is a Client Services Specialist with over twenty-five years of experience in operational and service solutions. He has a history of enhancing productivity and profitability, having worked for notable firms such as AXA Advisors, Fidelity Investments, and The Walsh Associates.
Current Role at Axelon Services
Patrick Brennan has been serving as a Client Services Specialist at Axelon Services Corp. since 2013. In this role, he focuses on enhancing client satisfaction and operational efficiency. His responsibilities include acting as a liaison between Financial Advisors, Branch Operations, and the clearing firm Pershing LLC. He ensures effective communication and addresses inquiries, contributing to the overall productivity and service quality of the organization.
Previous Experience at AXA Advisors
Before joining Axelon Services, Patrick Brennan worked at AXA Advisors as a Financial Services Professional from 2004 to 2007. During his three years in this position, he operated out of New York, NY. His role involved providing financial services and solutions, which contributed to his extensive experience in client relations and financial advisory.
Professional Background at Fidelity Investments
Patrick Brennan spent 17 years at Fidelity Investments, where he held the position of Sr. Restricted Stock Analyst from 1985 to 2002. His long tenure at Fidelity allowed him to develop a deep understanding of financial products and client service. This experience laid the groundwork for his later roles in the financial services industry.
Expertise and Skills
Patrick Brennan possesses over twenty-five years of experience in delivering operational and service solutions. His skills include analytical thinking, team building, communication, and resource management. He holds a Six Sigma Green Belt certification, which signifies his expertise in process improvement and quality management. These skills have enabled him to contribute effectively to productivity, cost efficiency, and profitability in his roles.
Role at The Walsh Associates
Prior to his current position, Patrick Brennan worked at The Walsh Associates as a Mutual Fund Breakpoint Analyst from 2003 to 2004. In this role, he focused on analyzing mutual fund breakpoints, further enhancing his expertise in financial analysis and client services.