Client Service Associate
Patricia has been with our company for over three years and has previous experience at J.P. Morgan Securities. As a client service associate she is responsible for upholding our premier service culture and supports the overall wealth journey. She facilitates all aspects of client requests, including processing securities transactions and setting up new accounts.
Patricia attended Bauder College and earned an associate’s degree in fashion merchandising. She holds FINRA Series 7 and 63 licenses.
Outside of work, Patricia can often be found at local art exhibits. She loves any expression of creative freedom and enjoys painting, sketching, and drawing in her free time.