About
Patricia
Prior to joining our team, Patty worked as an Equity Trader for 18 years for Bank of Boston and Boston Advisors where she worked with the Portfolio Management Team and at Putnam Investments as the liaison between Putnam and the custodian banks for wires and settlements. She studied Administration studies at Sanford Brown College.
As a member of the team, Patty handles various operations and customer-based services, including:
-Handling client review and meeting preparation: generating reports, managing preliminary groundwork for meetings
-Maintaining financial software, data entry and generating reports
-Providing proactive client account maintenance to ensure that clients' accounts are in order
Prior to joining our team, Patty worked as an Equity Trader for 18 years for Bank of Boston and Boston Advisors where she worked with the Portfolio Management Team and at Putnam Investments as the liaison between Putnam and the custodian banks for wires and settlements. She studied Administration studies at Sanford Brown College.
As a member of the team, Patty handles various operations and customer-based services, including:
-Handling client review and meeting preparation: generating reports, managing preliminary groundwork for meetings
-Maintaining financial software, data entry and generating reports
-Providing proactive client account maintenance to ensure that clients' accounts are in order