Fraud Prevention & Cybersecurity Best Practices 

Patrick Hennessey, CFA®, Director of Business Consulting & Education for Schwab Advisor Services.As part of Schwab’s consulting team, Patrick provides independent Advisors with expert guidance in the areas of operations, technology, and cybersecurity. He’s spent more than 20 years in financial services and developed an appreciation for good information security practices when he was working internationally in banking. Prior to Schwab, Patrick worked for an independent RIA firm, helping it grow and mature into a successful organization.