Patrick W, Alyward serves as Chief Revenue Officer and COO of Atticus where he leads all partnership sales and serves as the Chief Operating Officer for the company. Previously, Patrick was the President and CEO for RIC from 2017-2022.
Patrick has 30+ years within the fiduciary & wealth management industry. He was with CCH (a Wolters Kluwer division) for 6 years where he founded and led a fiduciary tax reporting solution for banks and trust companies. Patrick also served in critical leadership roles in banking managing large fiduciary wealth mgt. functions for a top 10 bank. He was an Executive Vice President at PNC/National City for 15 years where he was Chief Fiduciary Officer and managed all fiduciary related processes and personnel. He also previously worked at EY and KPMG in fiduciary wealth tax leadership roles.
CREDENTIALS & LICENSES
- MBA, Pepperdine University, Business Strategy and Finance
- BA, Economics, University of Rhode Island; Minor in Accounting
- Current Chairman of Trust Education Foundation (on Executive Board since 2004)
- Frequent industry speaker and author on fiduciary compliance topics