Vice President, Client Operations & Events
Tricia has been with the firm since 2001 and has specialized in planning events in both the corporate and non-profit sector including galas, golf tournaments, and client appreciation events. She has a keen eye for detail and a passion for creating unique and memorable experiences. As a Registered Sales Assistant, Tricia works to prepare portfolio reviews, execute trades, schedule client meetings and organize daily calendars.
Tricia has her Series 7 and is a General Securities Registered Representative in the State of Ohio.