Kevin Patton
Vice President - Compliance Officer (Mutual Fund CCO for Multiple Trusts) @Ultimus Fund Solutions
Wilmington, OH, US
EMAILS
k••••••@ultimusfundsolutions.com
MOBILE NUMBERS
+18•••••••23
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WORK HISTORY
Jun 2023 — Present
Vice President - Compliance Officer (Mutual Fund CCO for Multiple Trusts) @Ultimus Fund Solutions
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Columbus, OH, US
EDUCATION
1994 — 2000
University of Louisville
MBA
1988 — 1992
University of Louisville
BSBA
SKILLS
RiskFinancial RiskAsset ManagementMicrosoft ExcelInvestment ManagementContract NegotiationRegulatory ComplianceLegal ComplianceAuditingMutual FundsRisk ManagementMicrosoft WordFinancial ServicesLeadership DevelopmentSupervisionInvestmentsInsuranceInvestment AdvisoryCapital MarketsComplianceFinanceEquitiesMicrosoft OfficeErisa
ABOUT KEVIN PATTON
I have 23 years of Adviser/Fund CCO experience. I have been an inhouse CCO, interim CCO…
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