Client Relationship Manager
Patty has worked in the financial industry for the past 20 plus years as the Administrative Director of Peck Financial Group. During this time, she assisted the President of the firm, Chris Peck, in maintaining a secure and confidential environment for Chris and his clients. Additionally, Patty coordinated all client outreach events and seminars throughout the year along with their annual summer appreciation bbq. She continues to maintain the office calendar and submittal of confidential documents to various financial institutions. Patty also worked in Milwaukee’s non– profit sector for over 10 years in administrative management.