With work experience over 16 years, this expert is nowadays working at Commonwealth Financial Network based in 625 as a Senior Program Manager. Patricia received his education from 2002 to 2005 at the Suffolk University. This expert is a qualified professional, that is proven by qualifications : Financial Industry Regulatory Authority (Finra) and Series 65 Licensed. Patricia lives in Charlotte, North Carolina. To contact directly Patricia, you can look for their phone number or e-mail or find full info by requesting access to the person's further details on this webpage.
Name variants:
Pat Ferris,
Patty Ferris,
Patti Ferris,
Pattie Ferris,
Patsy Ferris,
Tricia Ferris,
Trisha Ferris,
Trish Ferris,
Trissie Ferris,
Trissy Ferris
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 7, 2022
Email
pa**@schwab.com
Location
Charlotte, NC
Company
Workplace
Colleagues
Work History
Senior Manager, Client Service and Marketing
Investor Services Department Manager leading direct reports who drive the client service function and communication efforts for the firm’s four business channels; Institutional, Registered I...
2010 — 2017
Assistant Vice President, Operations Manager
Boston, MA
Provided day to day management of a department comprised of 20 people that were responsible for investment operations of a mid-size investment management firm. The firm managed over 600 acco...
Jul 2000 — Jul 2008
Education
2002 — 2005
1993 — 1997
1990 — 1993
Occupations
Executive
Program Director
Accountant
Finance and Accounting Specialist
Senior Manager
Department Manager
Investor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Department Supervisor
Skills
Investor Relations Support
Client Services
Marketing Strategy
Marketing Communications
Operations Management
Gips Compliance
Management
FAQs about Patricia Ferris
What is the main profession of Patricia Ferris?
This professional's job is Senior Program Manager
What are the profession of Patricia Ferris?
These person's professions are Executive and Program Director
Where is Patricia Ferris located?
Patricia is located in Charlotte, North Carolina.
What is the professional's email?
The professional's email is pa**@schwab.com.
Where did Patricia Ferris work?
Patricia Ferris worked at Commonwealth Financial Network, Windhaven Investment Management Charles Schwab.
Where has Patricia Ferris studied?
Patricia studied at the Suffolk University from 2002 to 2005.
What are the certifications of Patricia Ferris?
This expert received the following certifications: Financial Industry Regulatory Authority (Finra) and Series 65 Licensed.
Are there any special industries Patricia Ferris works in?
Patricia works in Financial Services industry.