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Associate
Norfolk
Client Advisory
Patricia is an Associate in the Virginia office.
Prior to joining Cerity Partners, Patricia served as a Client Service Associate at Palladium Partners LLC. She has 26 years of experience in the financial services industry in customer service and operations roles.
Q:
Why is your work important, especially today?
Providing prompt and courteous customer service with attention to details. That quality seems to have gone astray. And forming friendly and personal connections through our many interactions with our lifelong clients and their family relationships.
How would you describe your best day doing what you do?
Gaining total satisfaction at the end of the day knowing that you have gone above and beyond to provide prompt customer service to our clients, no matter how complex or complicated the task.
What does the world need now more than anything?
Changes in leadership, less violence, more peace, love and compassion in this troubled world. Move back to good moral values, less social media and more direct contact and communication with our fellow human beings.
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