Patti has been in the financial services industry for over 20 years. She holds FINRA’s General Securities Series 7, State Registration Series 63, General Securities Principal Series 24, Municipal Securities Principal Series 53 and NYS Life, Accident and Health Licenses.
Patti has previous experience as a Financial Consultant and Operations/Licensing Manager and is currently focusing on Compliance and Risk matters.
She currently resides in the South towns with her husband and 4 dogs. She enjoys showing her Dobermans in the conformation ring.