For over 20 years Patrick has been helping Financial Advisors grow their practices. Today he is leading the UBS businesses in New Hampshire, where he serves as partner and coach to Financial Advisors to help them provide world class solutions to clients through a comprehensive wealth management approach.
Patrick began his career with Scudder Investments as Manager of Sales Support and Client Services. After serving in various sales and service roles at Scudder, he relocated to New England in 2005 and spent 4 years at Smith Barney as Manager of Operations.
Patrick joined the UBS team in 2009 and ran the Operations group for the Northern New England Complex, supporting the UBS offices in Maine, New Hampshire and Vermont. In 2013 he was promoted to Complex Administrative Manager, where he led the supervision and support teams. Patrick's group focused on providing the highest level of operational and administrative support to meet the needs of each Financial Advisor's unique business.
Patrick is a graduate of Columbia College Chicago with a degree in Management. He currently holds the FINRA Series 7, 9, 10, 66 and 24 licenses. When not working, Patrick and his wife Meredith can be found with their family and friends on ski slopes or at the lake.
Cynthia manages operational risk for the Concord and Manchester branches on a daily basis. She began her career in the financial services industry in 1983 at PaineWebber. Cynthia reviews and acts on daily trade and risk reports. She also addresses all compliance and legal inquiries, as well as reviews and approves all branch correspondence. A Concord native, Cynthia resides in Canterbury with her husband, Mark. Her interests outside of the office include gardening, cooking, bird watching, and dogs.
Branch Operations Manager
Andrea manages the administrative teams for the Concord, NH UBS office. She has over 16 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds FINRA license Series 7, 9, 10, 63, 66