Raymond James has created a new position designed to enhance its practice management and training operations across its independent and employee platforms.
The firm has created the role of senior vice president for private client group education and practice management and tapped David Patchen to fill the position.
Patchen, who has been at the firm as a regional director for the firms independent channel, Raymond James Financial Services, will assume the new title on September 1. He previously oversaw 450 advisors across 217 branches. He began his career in 1993 at American Investment Services, according to FINRA records.
In the new role, Patchen will focus on a broad spectrum of operations including new and experienced advisor education, conferences and practice management.
David will continue Raymond James emphasis on advisor education, including helping financial advisors take best advantage of the products and services offered by Raymond James so that they can grow their businesses, Chet Helck, the chief executive for Raymond James private client group, said in a statement. He has extensive knowledge of and proven experience with advisor education and practice management, two areas that are key to growing our private client group as a whole.
