Patricia is a senior program manager at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. In this role, she assists with all aspects of Practice Management’s suite of proactive outreach programs, including the Mentor Program, Power in Practice, Advisor Live, and Commonwealth 101. She is a graduate of University of Massachusetts, Amherst and earned her MBA at the Sawyer School of Business at Suffolk University.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
Commonwealth Independent Advisor offers thought leadership and guidance for financial advisors on topics ranging from practice management and marketing, to financial and estate planning, to information security.
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