Operations Associate
Current
2020 - Present
~6 yrs 5 mos
AeroLeads people directory · profile
Patrick P. Email & Phone Number
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✓ Verified Jun 2026
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Who is Patrick P.? Overview
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Quick answer
Patrick P. is listed as MBA at Collins Building Services, Inc., based in Brooklyn, New York, United States. AeroLeads shows a matched LinkedIn profile for Patrick P..
Patrick P. previously worked as Operations Associate at Collins Building Services, Inc. and Senior Analyst – Tax Compliance & QA at Morgan Stanley. Patrick P. holds Master Of Business Administration - Mba, Finance from Nyit School Of Management.
Company email context
Email format at Collins Building Services, Inc.
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Collins Building Services, Inc.
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Profile bio
About Patrick P.
Extensive experience in tax reporting operations including KYC due diligence and client reporting. Combines deep industry knowledge of documentation (W-8, W-9, CRS) and withholding (FATCA, NRA) with high-impact technology solutions to connect deliverables with operational considerations.Core Competencies:Chapter 4/FATCA, Chapter3/NRA, Chapter 61/Back-Up Withholding, US Tax Form W-9/W-8, KYC/AML, Client Onboarding, Fixed Income, Prime Brokerage, Due Diligence, Year-End Reclassification, Tax Validation, Quality Assurance (QA), Wires/FX-OFAC, Bank Secrecy Act (BSA), CRM, Financial Services Operations
Listed skills include Leadership, Team Building Leadership, Powerpoint, Microsoft Powerpoint, and 23 others.
Current workplace
Patrick P.'s current company
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6 roles · 19 years
Patrick P. work experience
A career timeline built from the work history available for this profile.
Senior Analyst – Tax Compliance & Qa
Provided continuous support to the Operations Tax Compliance (OTC) team supporting prime brokerage with a focus on technical aspects of the process/control development and workflow for this fortune 500 company compliance program.
2018 - 2019
~1 yr
Senior Specialist – Tax Operations Reporting
Managed NAM onboarding Tax Documentation reporting Quality Control testing, Service Level Agreement (SLA) reporting and tax form validations (W-9, W-8BEN, W-8IMY) for Institutional prime brokerage and Wealth Management.
2016 - 2018
~2 yrs
Full-Time (Mba) Student
2013 - 2016
~3 yrs
Branch Relationship Banker – Commercial Banking
Advised high net-worth ($500k+) individuals and affluent commercial clients establishing 30+ new account relationships on monthly basis. Collaborated with tax compliance control group to resolve FATCA related on-boarding due diligence.
2011 - 2013
~2 yrs
Universal Banker
Played key role in the opening of De Novo (Start Up) small business center branch, gained expertise in bank operations, transactions/approvals, wire reports, cash levels, audit preparation. Conducted periodic due diligence reviews for new and existing clients for AML/KYC regulatory compliance (i.e., executed USA Patriot Act certification for all Foreign.
2007 - 2011
~4 yrs
2 education records
Patrick P. education
Master Of Business Administration - Mba, Finance
Nyit School Of Management
Bachelor’S Degree, Business And Technology
New York Institute Of Technology
FAQ
Frequently asked questions about Patrick P.
Quick answers generated from the profile data available on this page.
What company does Patrick P. work for?
Patrick P. works for Collins Building Services, Inc..
What is Patrick P.'s role at Collins Building Services, Inc.?
Patrick P. is listed as MBA at Collins Building Services, Inc..
Where is Patrick P. based?
Patrick P. is based in Brooklyn, New York, United States while working with Collins Building Services, Inc..
What companies has Patrick P. worked for?
Patrick P. has worked for Collins Building Services, Inc., Morgan Stanley, Citi, Nyit School Of Management, and M&T Bank.
How can I contact Patrick P.?
You can use AeroLeads to view verified contact signals for Patrick P. at Collins Building Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Patrick P. attend?
Patrick P. holds Master Of Business Administration - Mba, Finance from Nyit School Of Management.
What skills is Patrick P. known for?
Patrick P. is listed with skills including Leadership, Team Building Leadership, Powerpoint, Microsoft Powerpoint, Retirement/Risk Planning, Portfolio Management, Banking Operations/Compliance, and Business Development.
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