Patti’s responsibilities include processing and monitoring paperwork and she provides a valuable link between the Advisors and the Companies that provide our clients products. Contributing to the efficient day-to-day operations her role is to provide administrative and clerical support to ensure each client receives the exceptional service we are committed to providing. With over seventeen years experience as an Account Manager her expertise in customer servicing, management and processing is well established and professionally polished. During those years she was employed by a major national corporation where she trained, supervised and provided team support and leadership. She has worked to maintain a flexible open attitude to the challenges of this dynamic working environment.