Patti Barrett
Plus aucun poste en cours
Profil
Ms. Patti Barrett is Executive Assistant at Advanced Investment Partners LLC.
She joined Advanced Investment Partners in 2004 as Receptionist and Executive Assistant.
Her primary responsibilities include assisting staff and monitoring day-to-day operations of the office.
Prior to joining AIP, Ms. Barrett was employed by Wealth Advisory Group, LLC, located in Clearwater, Florida.
Anciens postes connus de Patti Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Advanced Investment Partners LLC
 Advanced Investment Partners LLC Investment ManagersFinance Founded in 1996 by Douglas Case, Advanced Investment Partners LLC, formerly Advanced Investment Technology, Inc., is a registered investment advisor located in Safety Harbor, Florida. The firm is a subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NasdaqGS: WTFC). They manage assets in tax exempt and tax aware accounts for institutional and private clients. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Advanced Investment Partners LLC
Advanced Investment Partners LLC Investment ManagersFinance Founded in 1996 by Douglas Case, Advanced Investment Partners LLC, formerly Advanced Investment Technology, Inc., is a registered investment advisor located in Safety Harbor, Florida. The firm is a subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NasdaqGS: WTFC). They manage assets in tax exempt and tax aware accounts for institutional and private clients. | Finance |
