Axos® Clearing, A Subsidiary of Axos Financial
Patrick Rezac is an experienced AML Risk Analyst at Axos® Clearing since March 2021, where responsibilities include investigating customer activities, handling complex cases, and preparing suspicious activity reports. Previous roles include serving as a Business Services Specialist at Great Western Bank and as a Mutual Funds Representative at TD Ameritrade, focusing on customer service and transaction processing. Early career highlights encompass a Retirement Operations Specialist role at Commonwealth Financial Network and a Business Analyst/Client Service Specialist position at Amundi Pioneer. Patrick holds a Master of Arts in Military History from Norwich University and a Bachelor of Arts in History from the University of Nebraska-Lincoln, complemented by ongoing education at the University of Nebraska at Omaha.
Axos® Clearing, A Subsidiary of Axos Financial
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Axos Clearing LLC, formerly COR Clearing LLC, is a full-service clearing firm focused on the success of our introducing broker-dealer and registered investment advisor correspondents. For more than 15 years we’ve been providing flexible clearing solutions focused on empowering our correspondents to grow their businesses.