Robert Barrett Email & Phone Number

With over 35 years of experience in fiduciary audit, compliance, and risk management, I am a seasoned and trusted financial services expert who delivers high-quality and reliable solutions to clients. As the Chief Risk Officer and a Senior Fiduciary Consultant at Fiduciary Risk Systems, I oversee the internal and external auditing, compliance, and risk management functions of the company, and provide consulting services to clients outside of Fiduciary Risk Systems. I am passionate about helping clients achieve their fiduciary goals and objectives, while ensuring compliance with regulatory standards and best practices. I bring diverse perspectives and experiences to the team, having worked as a Lead Fiduciary Expert at the Comptroller of the Currency and a Managing Director of Audit and Senior Fiduciary Consultant at Argent Fiduciary Consulting Services.In my current role, I leverage my skills in financial services, portfolio management, and investments to conduct comprehensive and objective audits, assessments, and reviews of fiduciary activities, policies, and procedures for clients across various industries and sectors. I also provide guidance, recommendations, and training on fiduciary compliance and risk management issues, and help clients implement effective and sustainable solutions. I have successfully completed multiple fiduciary audit and consulting projects, delivering timely and accurate reports, findings, and action plans. I have also established and maintained strong relationships with clients, regulators, and stakeholders, and fostered a culture of collaboration, accountability, and excellence within the company.

Listed skills include Portfolio Management, Change Management, Wealth Management, Investments, and 3 others.

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  University Of Utah - David Eccles School Of Business

  1969 -- 1977