We found the following information about Patricia Herrema at Naples Money Management, Llc, where Patricia has worked as a Client Services Associate since 2013. Patricia's total work experience is over 23 years, during which time this professional had at least four jobs at different companies to develop skills. Patricia studied at the Pepperdine University from 1973 to 1975. Currently, Patricia Herrema is located in Naples, Florida. You can contact with Patricia by looking for phone or email address or find exhaustive information by requesting access to this person's additional details from SoftwareOfficial.
Name variants:
Pat Herrema,
Patty Herrema,
Patti Herrema,
Pattie Herrema,
Patsy Herrema,
Tricia Herrema,
Trisha Herrema,
Trish Herrema,
Trissie Herrema,
Trissy Herrema
Last updated Jun 11, 2024
Contact Information
Workplace
Colleagues
Work History
Client Services Associate
Naples, FL
I work with our investment advisors to establish and maintain client accounts and report directly to our operations manager.
Jan 2013 — Jul 2014
Sales and Marketing Associate
Responsibilities include supporting Partners and Financial Advisors with scheduling, meeting preparation, client correspondence and project research. Also responsible for marketing efforts t...
from Jul 2014
Law Firm Administrator
1000 Vin Scully Ave, Los Angeles, CA
Responsible for overall management and day to day operation.
Jan 1983 — Jun 2001
Education
1973 — 1975
1972 — 1973
Occupations
Supporting Member
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Event Planning
Access
Human Resources
Strategic Planning
Data Entry
Marketing
Law Firm
Drafting Policies
Travel Arrangements
Client Relations
Client Services
Research
Microsoft Office
Social Media
Powerpoint
Microsoft Excel
Law Firm Administration
Customer Service
Management
Leadership
FAQs about Patricia Herrema
What is the profession of Patricia Herrema?
This professional's job is Sales and Marketing Associate
What jobs is Patricia Herrema proficient at at?
Patricia Herrema is proficient at Supporting Member jobs.
Where is Patricia Herrema currently located?
The expert is located in Naples, Florida.
How many companies did Patricia Herrema work at?
Patricia Herrema worked at four jobs.
Where has Patricia Herrema studied?
Patricia studied at the Pepperdine University from 1973 to 1975.
What is the industry that Patricia Herrema worked in?
Patricia Herrema works in Financial Services industry.
What are professional skills of Patricia Herrema?
Patricia Herrema has the following skills: Event Planning, Access, Human Resources, Strategic Planning, Data Entry, Marketing, Law Firm, Drafting Policies, Travel Arrangements, and Client Relations.