Patrick Bannister

Patrick Bannister Email and Phone Number

Advisor @ California, United States
California, United States
Patrick Bannister's Location
Orange County, California, United States, United States
Patrick Bannister's Contact Details

Patrick Bannister work email

Patrick Bannister personal email

About Patrick Bannister

SUMMARYFinancial Manager proficient in all major business disciplines. Specialized expertise in finance, accounting, and operations.Big 4 experience at Deloitte Financial Institutions Group.Served as Controller / CFO ranging from Start Up to over $1B. *Turnarounds

Patrick Bannister's Current Company Details
Independent Advisor to Several Entities

Independent Advisor To Several Entities

Advisor
California, United States
Patrick Bannister Work Experience Details
  • Independent Advisor To Several Entities
    Advisor
    Independent Advisor To Several Entities
    California, United States
  • Friend & Co., Llc, A Registered Securities Broker Dealer
    Partner, Cfo & Coo
    Friend & Co., Llc, A Registered Securities Broker Dealer 1995 - 2003
    Irvine, California
    • Lowered trade clearing expenses by over 9% within one month of hire• Member of Board of Directors, Executive Committee and Commitment Committee• Executed a management buyout from Parent Company. Oversaw the divestiture and coordinated all activities with the appropriate regulatory bodies• Lowered outside auditing costs by 25%
  • Financial Consultant & Registered Financial Principal (Finop)
    Financial And Operations Principal (Finra License Series 27)
    Financial Consultant & Registered Financial Principal (Finop) 1991 - 1995
    Chicago, Il And Beverly Hills, Ca
    • Redesigned the general ledger systems of several companies in order to allocate revenues and costs to the appropriate departments and divisions. Drastically improved the divisional reporting to determine which product lines to jettison• Reduced the outside auditors’ fees by 20% - 30%
  • Everen Securities, Inc And Bateman Eichler, Hill Richards, Inc., Registered Securities Broker Dealer
    Senior Vice President, Corporate Controller
    Everen Securities, Inc And Bateman Eichler, Hill Richards, Inc., Registered Securities Broker Dealer 1986 - 1991
    Chicago, Il And Los Angeles, Ca
    • Selected by Parent Company to manage the consolidation of the accounting and other administrative functions for the merger and relocation of five divisions. Within one year, the departments were operational, resulting in savings of over $2 million per year.• Evaluated and overhauled the general ledger of a large regional securities/broker dealer, resulting in $3.5 million of excess reserves, which were folded back into equity. • Designed and implemented a general ledger system to… Show more • Selected by Parent Company to manage the consolidation of the accounting and other administrative functions for the merger and relocation of five divisions. Within one year, the departments were operational, resulting in savings of over $2 million per year.• Evaluated and overhauled the general ledger of a large regional securities/broker dealer, resulting in $3.5 million of excess reserves, which were folded back into equity. • Designed and implemented a general ledger system to accommodate the merger of five divisions into one operating entity. Successfully completed the project and was promoted to Senior Vice President. Show less
  • Deloitte & Touche
    Manager, Financial Institutions Group
    Deloitte & Touche 1983 - 1986
    Los Angeles, Ca
    • Selected to lead my team to develop an operations manual for a commercial bank. Within six months, the 1,500-page manual was completed and functional and had generated $300,000 in fees.• Designed a cold-call program targeted at senior officers of community banks in the Los Angeles area. This added several new clients and I received new business bonus awards for my efforts.• Oversaw the first-time audit of a new client. Accommodated the client’s reporting deadline by designing an… Show more • Selected to lead my team to develop an operations manual for a commercial bank. Within six months, the 1,500-page manual was completed and functional and had generated $300,000 in fees.• Designed a cold-call program targeted at senior officers of community banks in the Los Angeles area. This added several new clients and I received new business bonus awards for my efforts.• Oversaw the first-time audit of a new client. Accommodated the client’s reporting deadline by designing an audit approach accordingly and maintaining the standards of the audit profession. Show less

Patrick Bannister Skills

Mergers And Acquisitions Finance Private Equity Accounting Management Restructuring Start Ups Mergers Leadership Financial Analysis Cash Management Due Diligence Financial Audits Auditing Sec Filings Executive Management Strategic Financial Planning Acquisition Integration Marketing Budgets Securities Corporate Finance Financial Modeling Cash Flow Venture Capital Gaap Sarbanes Oxley Act Turn Around Management System Administration Divestitures Cpa General Ledger Funding Public Companies Ipo Managerial Finance Revenue Recognition Taxation Operations Management Securities Broker/dealers Futures Commissions Merchants

Patrick Bannister Education Details

Frequently Asked Questions about Patrick Bannister

What company does Patrick Bannister work for?

Patrick Bannister works for Independent Advisor To Several Entities

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

Patrick Bannister's current role is Advisor.

What is Patrick Bannister's email address?

Patrick Bannister's email address is ps****@****cox.net

What schools did Patrick Bannister attend?

Patrick Bannister attended Ball State University - College Of Business, St. Edward The Confessor School, St. Edward The Confessor School.

What are some of Patrick Bannister's interests?

Patrick Bannister has interest in Politics, Children, Education.

What skills is Patrick Bannister known for?

Patrick Bannister has skills like Mergers And Acquisitions, Finance, Private Equity, Accounting, Management, Restructuring, Start Ups, Mergers, Leadership, Financial Analysis, Cash Management, Due Diligence.

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