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As a Client Service Manager of Investment Management, Patti facilitates customer relationships by administering investment management accounts and trusts. She is dedicated to establishing personal relationships and getting to know each of her clients individually. It’s just one of the ways she fulfills her goal to exceed customer expectations.
Patti’s past experience includes over 24 years in the industry in varied roles in Investment Management, including client service, securities trading, family foundation administration, and portfolio management. Patti previously held Series 7, 63 & 65 securities registrations, along with insurance licenses in Life, Health and Annuities.
In her spare time, Patti enjoys spending time with family, running, reading and attending sporting events and concerts.
Patti likes getting to know new people and lending a helping hand whenever she can. She has volunteered with the Boys and Girls Clubs of the Midlands as well as Junior Achievement.
I love getting to know clients and helping them. Over time they become like family.