Symmetry Partners

19oct1:45 pm2:30 pm1:45 pm - 2:30 pm(GMT-04:00) Fraud Prevention & Cybersecurity Best Practices Patrick Hennessey, CFA®, Director, Business Consulting & Education, Charles Schwab


(Thursday) 1:45 pm - 2:30 pm(GMT-04:00)

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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.

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The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.