Patricia serves as a trust assistant in the Charlotte office. In this role she is responsible for working closely with clients and the day-to-day administration of trust and investment accounts.
Patricia started her career as a sales representative for Nestle Foods and later moved to Wachovia as servicing accountant for Wachovia Mortgage. She then transitioned into trust operations as a pension analyst obtaining her Senior Pension Analyst, CRSP designation.
A graduate of Averett University in Danville Virginia, she earned her bachelor’s degree in business administration with a concentration in accounting.
In her spare time, she works with various volunteer organizations and loves spending time with her husband Wes, two sons Matt and John and family and friends.
