Client Service Specialist
Patrizia’s career has spanned over 35 years in the financial services industry, from operations and advisor support to owning and managing a practice. She is a Wayne State University graduate with a BA degree in Finance. Patrizia is registered as a general securities principal and registered representative through LPL Financial. Leveraging her experience within the industry she has provided disciplined and efficient support for advisors, in addition to support on the compliance team. Patrizia’s current role is Human Resource and Office Manager.
Patrizia enjoys traveling with her husband, particularly to Italy, where she visits family often. Caring for aging parents and spending time with family are most important to her. She enjoys entertaining and cooking for family and friends, volunteers through her church on community projects serving the elderly and is a volunteer member of a community garden club.
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