Senior Registered Client Associate
Pat has more than three decades of providing excellent customer service. Prior to joining Apex Securities & Asset Management she worked for Morgan Stanley. She holds her Series 7 and 63 securities registrations. Pat graduated with a Bachelor of Science in Business Management from the Philippine School of Business Administration, Manila Philippines. Pat and her husband Angel have one daughter.
Pat can assist with all client inquiries, executing trades, and gathering the information to implement your Envision® Plan