Patricia Gleave
Person
Brereton Coyle Wealth · user
Compliance Manager at Brereton Coyle Wealth, CRM role user. She pressed on reliability on the 18 Jun 2026 demo and on 22 Jun 2026 made progress conditional on answers about retention, encryption and audit logging.
Who they are
Insight
As at Fri 9 Oct 2026Compliance Manager at Brereton Coyle Wealth, CRM role user. She pressed on reliability on the 18 Jun 2026 demo and on 22 Jun 2026 made progress conditional on answers about retention, encryption and audit logging.
Role: Compliance Manager in Chester. The CRM lists her as a user, but on the 18 Jun 2026 demo her focus was where the data comes from, audit trail, reliability and security.
Influence: she was the only person to reply after the demo, and she made moving forward conditional on the controls answers. That reads as a gatekeeper on compliance, while Annabel Rigby said she was ready to move forward.
Watch: Theo Gallagher owes her written detail on retention, encryption at rest and audit logging. She expects no gaps in compliance reporting, while Starter credits availability only. The evidence does not show a signed order form.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brereton Coyle Wealth | Compliance Manager | user | patricia.gleave@breretoncoyle.example |
Activity
- 19 Jun 2026email threadDemo follow-up
+1 - 18 Jun 2026callBrereton Coyle Wealth / BG-Demo – Demo+1
- 19 Feb 2026eventBG-Demo webinar
+40 - 19 Jun 2025eventBG-Demo webinar
+32