Client Service Representative
Patti is responsible for operations and client service. She has over 15 years of executive experience and spent several years as an operations assistant on a fixed income group trading desk. Patti graduated from Gaston College with a degree in Human Resources. She joined the firm in May of 2015. When not assisting clients or our advisors Patti enjoys time at the gym, gathering with friends, special outings with her family and volunteering with local charities. She resides in the Ballantyne area with her husband and two children.