Patrick Dehaven

Patrick Dehaven Email and Phone Number

Chief Financial and Administrative Officer (CFAO) @ Millennium Private Wealth
St. Louis, MO, US
Patrick Dehaven's Location
St Louis, Missouri, United States, United States
Patrick Dehaven's Contact Details

Patrick Dehaven personal email

n/a
About Patrick Dehaven

/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Patrick Dehaven's Current Company Details
Millennium Private Wealth

Millennium Private Wealth

View
Chief Financial and Administrative Officer (CFAO)
St. Louis, MO, US
Website:
millenniumpw.com
Employees:
36
Patrick Dehaven Work Experience Details
  • Millennium Private Wealth
    Chief Financial And Administrative Officer (Cfao)
    Millennium Private Wealth
    St. Louis, Mo, Us
    View
  • Millennium Private Wealth
    Chief Administrative Officer (Cao)
    Millennium Private Wealth Jun 2023 - Present
    View
  • Wells Fargo Advisors
    Svp - Director Of Legal Entity Strategy & Governance/Supervision (Wfcs/Wfafn)
    Wells Fargo Advisors Oct 2022 - Jul 2023
    St Louis, Missouri, United States
    View
  • Wells Fargo Advisors
    Svp - Director Of Business Strategy, Wells Fargo Advisors Financial Network (Finet)
    Wells Fargo Advisors Nov 2018 - Oct 2022
    St Louis, Missouri, United States
    • Coordinate/facilitate the development of the annual Financial Advisor (FA) pricing plans for independent practices, valuation of FA/Practice recruiting deals – Redesigned FA pricing plan implemented in 2020.• Collaboration with Financial Advisors and Practices in developing strategies for growth through mergers, acquisitions and organic growth.• Consult, manage and monitor the Recruiting Deal process. This is inclusive of ideation/evaluation of deal economic parameters, oversight of pro formas generation for prospects and the facilitation of legal agreements for financial advisors affiliating with WFAFN.• Partnering to expand the capabilities of Wells Fargo Advisors Channel Transfer program allowing for choice in how financial advisors best serve their clients. Changes eased the complexities/restrictions for a Financial Advisor moving from the employee based broker dealer (Wells Fargo Clearing Services) to the contractor based broker dealer (WFAFN). • Lead various operational functions that support how WFAFN interacts with Financial Advisors. Areas consist of Field Communications, E&O/Cyber plans providing coverage for operational losses, Business Continuity Planning (BCP) and FA lending administration.
    View
  • Wells Fargo Advisors
    Vp - Group Financial Officer, Wells Fargo Advisors Financial Network (Finet) And Wfa Solutions
    Wells Fargo Advisors Sep 2014 - Nov 2018
    • Coordinated and consolidated the annual budget/monthly forecasting process across Independent Brokerage’s channels for approximately $1.3B of net revenue. • Facilitated and presented financial reporting packages to senior leadership and members of the Operating Committee by creating a metric based approach to view financial information and assist in various business decisions.• Coordinated/facilitated the development of the annual Financial Advisor (FA) pricing plans for independent practices, valuation of FA/Practice recruiting deals and compensation plans for our call center centric Financial Advisors.• Participated in various work streams as the Finance lead for the development of business strategies generating income through increased revenues/lower expenses. Work streams have consisted of Client Segmentation, Lending & Banking Services, FA Compensation, Practice Pricing and FA Recruiting.• Led the WFA Finance team’s participation in the firm’s Recovery Resolution Planning (RRP) activities required by the Dodd-Frank Act. • Expanded FA/Practice profitability reporting to be systematic, allowing for deeper analytics when periods of contract renegotiations open. The creation of automated reporting is a combination of metric driven allocations and direct P&L activity through homegrown reporting.
    View
  • Wells Fargo Advisors
    Vp - Director Of Financial Planning And Analysis
    Wells Fargo Advisors Oct 2010 - Sep 2014
    • Coordinated and consolidated the annual budget/monthly forecasting process across Brokerage’s channels for approximately $8.0B of net revenue. • Facilitated and presented the monthly financial reporting packages to senior leadership and members of the Operating Committee. Implemented process and control enhancements in the monthly forecasting and reporting process to create efficiencies in accuracy and timing of completion.• Collaborated with key members within Finance and the line of business on various firm initiatives during the evaluation and implementation stages of firm initiatives.• Led for the Brokerage’s portion of the semi-annual Comprehensive Capital Analysis and Review (CCAR) required by the Federal Reserve. • Expanded Balance Sheet analysis and review through the development of stronger reporting and deeper understanding of the products that are available for the business to sell.• Enhanced connectivity between Brokerage’s channels through the development of relationships and creating more transparency in current processes.
    View
  • Wells Fargo Advisors, Llc
    Vp - Manager Of Financial Controls
    Wells Fargo Advisors, Llc Aug 2009 - Oct 2010
    • Managed and monitored compliance with Sarbanes-Oxley on a quarterly basis through control testing, revision of process narratives and documenting proposed remediation plans for identified deficiencies. Facilitated Sarbanes-Oxley Steering Committee meetings on a quarterly basis. Meetings consisted of updates regarding changes to the financial reporting control environment, current control testing and remediation efforts for deficiencies. Also, ensured that remediation efforts were on-track to meet management’s expectations through partnering with business contacts impacted by the deficiency.• Reviewed current operational and finance related processes and procedures to ensure the appropriate controls exist. Managed and monitored the issuance of the SSAE16 SOC1 report (formerly known as SAS 70) for First Clearing, LLC. • Managed the preparation of account reconciliations utilizing an offshore contracted accounting team.
    View
  • Wachovia Securities
    Avp - Manager Of Legal Entity Reporting & Analysis
    Wachovia Securities May 2008 - Aug 2009
    • Monitored the performance of Wells Fargo Advisor’s 3 legal entities through the preparation and review of the monthly, semi-annual, annual financial statements and compilation of monthly forecasts. Coordinated the annual audit and quarterly review with the external auditors.• Managed and monitored legal entity financial statements during the close process to ensure reasonableness of recorded amounts and propriety of balances. Prepared monthly reporting packages for Wachovia’s joint venture with Prudential Inc., containing GAAP financial statements, variance explanations and key performance metrics. Effectively communicated legal entity results of operations to joint venture partner’s management on a monthly basis. Reviewed current processes to facilitate timely and accurate compilation of data for management to make decisions.• Complied with various departmental and corporate control objectives, including proper documentation of processes and completion of other control related tasks (Sarbanes-Oxley).
    View
  • Solutia Inc.
    Corporate Financial Planning & Analysis And Financial Systems (Essbase) Administrator
    Solutia Inc. Aug 2007 - May 2008
    • Managed and consolidated the annual budget/monthly forecasting process across 4 reporting segments for approximately $1.5B of revenue globally during Solutia’s emergence from bankruptcy. Reviewed and compiled monthly consolidated management reports for the Executive Leadership Team and Board Presentations. Continuously updated financial statement information in investor presentations, lender presentations and disclosure statements related to the emergence from bankruptcy.• ESSBASE Administrator for the Hyperion reporting system used to report segment results, budgeting/forecasting and tracking of Key Performance Indicators. Ensured financial reporting hierarchies were properly updated due to restructuring, metric and financial data integrity were maintained and appropriate user access was granted to view financial data. Also, assisted in the modification of the Hyperion Planning system to allow for timely and accurate forecasting and reporting of monthly/annual financial statements.
  • A.G. Edwards
    Corporate Accounting/Reporting – Process And Procedure Improvement
    A.G. Edwards Mar 2007 - Aug 2007
    • Managed an implementation plan to enhance the month-end financial statement close processes. Streamlined reporting for A.G. Edwards net revenue of approximately $3.1B. Managed the reorganization of the general ledger account structure within PeopleSoft to allow more efficient and accurate reporting for closing procedures. Automated internal and external reporting using PeopleSoft nVision and Excel.• Reviewed and compiled A.G. Edwards Trust Company financial statements determining proper accounting for account balances. Also, modified procedures for the quarterly budget review to allow management to make more accurate and timely decisions.
    View
  • Edward Jones
    Manager, Financial Reporting
    Edward Jones May 2004 - Mar 2007
    • Managed subsidiary reporting for Edward Jones Trust Company, Edward Jones Canada, Edward Jones UK business along with the consolidation of The Jones Financial Companies, net revenue of approximately $3.8B. Assisted in the regulatory filings for the foreign subsidiary business units and created financial statement projection models to assist subsidiary management in making decisions.
    View
  • Deloitte & Touche
    Assurance & Business Advisory - Audit Senior
    Deloitte & Touche Jul 2002 - May 2004
    View
  • Arthur Andersen
    Assurance & Business Advisory - Audit Staff
    Arthur Andersen Sep 2001 - Jun 2002

Patrick Dehaven Skills

Financial Reporting Sox Financial Analysis Internal Controls Accounting General Ledger Auditing Audit Assurance

Patrick Dehaven Education Details

Frequently Asked Questions about Patrick Dehaven

What company does Patrick Dehaven work for?

Patrick Dehaven works for Millennium Private Wealth

What is Patrick Dehaven's role at the current company?

Patrick Dehaven's current role is Chief Financial and Administrative Officer (CFAO).

What is Patrick Dehaven's email address?

Patrick Dehaven's email address is pa****@****ors.com

What schools did Patrick Dehaven attend?

Patrick Dehaven attended Purdue University Daniels School Of Business.

What skills is Patrick Dehaven known for?

Patrick Dehaven has skills like Financial Reporting, Sox, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit, Assurance.

Not the Patrick Dehaven you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.