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 Registered Assistant Series: 6 and 63 Notary Public
Patti has over 20 years experience in the financial industry. She is responsible for dealing with the daily activity of client accounts. Some of her responsibilities include, but are not limited to, opening accounts, trading mutual funds, and handling client requests. She is also a Notary and a graduate of the Central City Business Institute in Syracuse.
She is active in the community and currently volunteers and serves as secretary of the board for Hope House in Utica. She previously worked for the Department of Defense and IBM.
She lives in Utica with her husband, Brad. They have four children and many grandchildren. |
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Check the background of this firm and investment professional on FINRA's BrokerCheck
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