Pat loves helping people and has supported financial advisors for over twenty years. She believes that the best financial advisors have a back-office team who are dedicated to helping their clients navigate complex paperwork and processes. She develops and implements procedures and workflows to enhance the client experience. She also coordinates and oversees systems and technology, billing and accounts payable and assists the Compliance Officer.
Prior to working with financial advisors Pat worked at CoreStates Bank as an Internal Auditor for several years, then as a Trust Officer administering over 400 IRA’s and trust accounts.
Pat holds a Bachelor of Science degree in Business Administration with concentrations in Management and Accounting from Millersville University.
Pat is married and loves spending time with her children, grandchildren and large extended family. She enjoys singing in the church choir and camping with family and friends.
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