As a Senior Trust Operations Specialist in the Trust Services Department, Patrick partners closely with Trust Officers and Trust Administrators to deliver high quality, personalized client service. His reliability and thoroughness drive cross-departmental coordination to streamline operational workflows, ensure adherence to firm policies and procedures, and facilitate accurate asset reporting in collaboration with external investment advisors and fund administrators.

With over 10 years of experience in financial operations, Patrick focuses on operational efficiency, organizational communication, and accounting processes. He received his bachelor’s degree in Business Administration from Fitchburg State University in 2016. He also received his master’s degree in Sports Management from Southern New Hampshire University in 2022.