Patrick B.

Patrick B. Email and Phone Number

Global CDD Manager @ LemFi
Windsor, GB
Patrick B.'s Location
Windsor, England, United Kingdom, United Kingdom
About Patrick B.

🌟 Relocation: Seeking New Opportunities in the UK 🌟With 15 years of leadership experience in the financial industry spanning sales, risk, and compliance, I am currently seeking new opportunities in the UK. Throughout my career I've focused on client aquisition, technology integration/implementation (case managment/risk modeling), data transformation, project management, and reporting. Further, I have worked within KYC/EDD (1st/2nd line) and Risk Assesment (2nd line).After successfully transitioning from USA AML regulations to the UK framework, I bring a robust understanding of regulatory requirements across both regions. This cross-regional experience enables me to navigate and lead confidently in global AML and compliance environments.I’m particularly interested in roles that allow me to leverage my strengths in people leadership and strategic solutions within AML and risk management. If you’re open to discussing these areas, I’d love to connect and explore new opportunities.Looking forward to connecting and building meaningful partnerships!

Patrick B.'s Current Company Details
LemFi

Lemfi

View
Global CDD Manager
Windsor, GB
Website:
lemfi.com
Employees:
313
Patrick B. Work Experience Details
  • Lemfi
    Global Cdd Manager
    Lemfi
    Windsor, Gb
  • Charles Schwab
    Senior Kyc/Edd Manager- Aml Risk Management
    Charles Schwab May 2018 - Oct 2024
    Usa - Dallas/Fort Worth Area
    KYC/EDD - High Risk AccountsTechnology and data implementation• Led major integration project for Schwab and TD Ameritrade, ensuring seamless risk scoring for 18 million clients. • Spearheaded transition to a new case management system, completing the project two months ahead of schedule. • Led annual risk modeling (Actimize) excercises  - Improving EDD program efficiency by 22% over last two years. • Enhanced regulatory reporting and documentation processes, improving efficiency and accuracy. Leadership and influence • Collaboration across international affiliates and internal AML teams to maintain compliance across Schwab’s banking and brokerage entities. • Established a robust quality control program for EDD, overseeing thousands of reviews annually. • Directed successful audits and managed remediation efforts for key regulatory bodies from 2019 to 2024.compliance across Schwab’s banking and brokerage entities. • Established a robust quality control program for EDD, overseeing thousands of reviews annually. • Directed successful audits and managed remediation efforts for key regulatory bodies from 2019 to 2024.
  • Western Union
    Senior Compliance Officer
    Western Union May 2015 - Apr 2018
    Usa - Greater Denver Area
    Intermediary (commercial client) AML oversight
  • Colorado State Bank And Trust
    Assistant Vice President
    Colorado State Bank And Trust Oct 2013 - May 2015
    Usa - Greater Denver Area
    Small Business -Treasury Services - Mortgage - Investment Banking
  • U.S. Bank
    Branch Manager
    U.S. Bank Mar 2008 - Sep 2013
    Usa - Greater Denver Area
    Retail - Small business - Merchant Services - Mortgage Banking

Patrick B. Education Details

Frequently Asked Questions about Patrick B.

What company does Patrick B. work for?

Patrick B. works for Lemfi

What is Patrick B.'s role at the current company?

Patrick B.'s current role is Global CDD Manager.

What schools did Patrick B. attend?

Patrick B. attended University Of Wyoming.

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