Kevin Patton

Fund Chief Compliance Officer

Role
Vice President - Compliance Officer (Mutual Fund CCO for Multiple Trusts) at Ultimus Fund Solutions
Location
Wilmington, OH, US
LinkedIn followers
500 followers

About Kevin Patton

I have 23 years of Adviser/Fund CCO experience. I have been an inhouse CCO, interim CCO…

Experience

  1. Vice President - Compliance Officer (Mutual Fund CCO for Multiple Trusts)

    Ultimus Fund Solutions

    Jun 2023 — Present · Columbus, OH, US

Education

  • University of Louisville

    MBA

    1994 — 2000

  • University of Louisville

    BSBA

    1988 — 1992

Skills

  • Risk
  • Financial Risk
  • Asset Management
  • Microsoft Excel
  • Investment Management
  • Contract Negotiation
  • Regulatory Compliance
  • Legal Compliance
  • Auditing
  • Mutual Funds
  • Risk Management
  • Microsoft Word
  • Financial Services
  • Leadership Development
  • Supervision
  • Investments
  • Insurance
  • Investment Advisory
  • Capital Markets
  • Compliance
  • Finance
  • Equities
  • Microsoft Office
  • Erisa

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Kevin Patton — Vice President - Compliance Officer (Mutual Fund CCO for Multiple Trusts) at Ultimus Fund Solutions in Wilmington, OH, US | Unifers