Mark R. Patten Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Mark specializes in tax and financial planning for high net worth individuals and mid-size owner operated businesses. Mark also specializes in business valuation for purposes of tax planning and strategic transactions. Mark is a CPA licensed in Texas and New York with an ABV designation. Mark has an MBA with concentration in Finance from Duke University and a BBA in Accounting from the University of Houston.

Chicago, Il, Us

Provide broad range of business and financial analysis including business valuations and liquidity and solvency assessments to commercial litigators and in-house counsel for complex disputes. Responsibilities include providing forensic services for numerous purposes including internal corporate investigations, forensic accounting issues, and computer forensics. Consulting expert providing liquidity analysis and run on bank scenarios in matter of JP Morgan vs. Lehman Brothers Estate.

Charlotte, Nc, Us

Responsibilities include risk and control coverage for Global Chief Financial Officer functions including, regulatory reporting, treasury and liquidity, corporate investment portfolios, capital management including Basel compliance and enterprise stress testing. Provided independent assessment of risks, internal business controls and processes and made recommendations in support of risk appetite and corporate strategy.

New York, Ny, Us

Chief Financial Officer, Treasurer, Morgan Stanley Investment Management. Divisional CFO responsible for merchant bank (Real Estate, Private Equity and Infrastructure), long only institutional, fund of funds and hedge fund activities, totaling $400 billion under management. Managed global staff of approx. 400. Divisional Management Committee member. Investment, Operating and Valuation Committee member for merchant bank funds.Global Audit Director. Reporting to Chairman of the Audit Committee, provided audit, investigation and consulting coverage for firm globally. Member firm Risk, Disclosure, Valuation, and various corporate governance committees. Recognized by banking regulators as best in class Internal Audit Department, and source of strength for firm upon conversion to a bank holding company during financial crisis.Conducted fraud and complex financial investigations, audit and special committee investigations reviews of financial statement adjustments, whistleblower allegations, FCPA and AML matters and regulatory inquiries.

Founded a financial services company offering retail short-term lending services to more than 10,000 customers through 26 locations in 7 states. Responsible for strategy, operations and staff of 50.

Los Angeles, Ca, Us

Oil-field services company with operations in Houston, Aberdeen, Calgary, Cayman Islands and Singapore and annual revenues of $150MM, specializing in the marketing and distribution of steel based products. Managed all financial aspects of firm including treasury, financial accounting, tax, information management systems, and mergers & acquisitions.

London, Gb

Consultant providing audit and advisory services to primarily financial institutions including asset management companies, broker-dealers, investment partnerships and physical commodity traders.

Master Of Business Administration - Mba, Finance

Bachelor Of Business Administration - Bba, Accounting