Patty has over 25 years of experience in the trust and investment field. She recently worked for five-plus years as a Project Manager in the Class Action Administration industry with a focus on Securities Class Action cases. She was responsible for overseeing numerous high-profile matters and maintaining client relationships. She was an equity trader for mutual funds and investment accounts for BMO Global Asset Management Corporation. She has her Series 7, Series 63, and Series 65.
She and her husband moved here from Wisconsin two years ago, and in her free time, she enjoys golfing and boating.