Experience

Patricia is the Senior Market Director of multiple branches in the Greater Philadelphia area. Her oversight includes Philadelphia Downtown, Conshohocken, Newtown, Princeton and Northfield Wealth Management branches. Known for her proactive client focus, she serves as an advocate and partners with Financial Advisors and service support teams to deliver world class wealth management client experience. She partners with leadership to help foster a culture of connectivity between the firm and the Financial Advisors. Her primary responsibility is to help drive organic growth with a focus on the tactics to execute on key products and services that lead to net new money gains in enhanced economic profit. She prides herself on bringing the best and deepest resources to serve the clients' and Financial Advisors' needs, both through the strength of UBS and the human capital of her leadership team.
Patricia is currently on the Leadership Advisory Committee, where she helps shape important initiatives impacting Financial Advisors and Field Leaders.

Her prior experience includes multiple facets of branch administration as well as client and advisor engagement. Those roles include being the Assistant Market Head in the Park Avenue Market, NYC; Head of Teaming and Succession Planning; and Experienced Advisor Recruiting groups at UBS.

Patricia joined UBS in 2012 from Merrill Lynch, where she spent the prior many years leading Advisor Recruitment and Integration efforts. In her career at Merrill Lynch, she held management positions where she was responsible for Recruiting Business Managements, FA Compensation and numerous field facing roles.

She lives in Manalapan, NJ with her husband Jeffrey and their 2 children, Aiden and Liam.