Experience

Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Marketing Consultant

  • Sep 2023 - Present

  Boston, Massachusetts, United States Patty’s primary role at Sequoia is to transition the industry-leading Special Needs Financial Planning marketing programs she established at Affinia (acquired August 2023) to Sequoia’s sales and marketing platforms. Her main day to day responsibilities, as an integral member of the Sequoia marketing team, include developing and publishing fresh, relevant content along all channels: web, blog, social media and print. Patty is responsible for directing and managing lead generation… Show more Patty’s primary role at Sequoia is to transition the industry-leading Special Needs Financial Planning marketing programs she established at Affinia (acquired August 2023) to Sequoia’s sales and marketing platforms. Her main day to day responsibilities, as an integral member of the Sequoia marketing team, include developing and publishing fresh, relevant content along all channels: web, blog, social media and print. Patty is responsible for directing and managing lead generation programs for special needs planning. She works closely with the advisory team to create and promote pro-bono presentations and webinars for public educational outreach. The views posted on this site are those of this individual and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less



Affinia Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Marketing Officer

  • Oct 2019 - Oct 2023

  Burlington, MA Patty works with the advisory team at Affinia to develop and implement a comprehensive marketing plan for the firm across all platforms. She is proud of her work on Special Needs Financial Planning, a specialty practice of Affinia Financial Group, for whom she has done the marketing since 2011. The marketing plan has at its center the firm's 2 websites, AffiniaFG.com and SpecialNeedsPlanning.com, both established, written and maintained by Patty on WordPress and the third party… Show more Patty works with the advisory team at Affinia to develop and implement a comprehensive marketing plan for the firm across all platforms. She is proud of her work on Special Needs Financial Planning, a specialty practice of Affinia Financial Group, for whom she has done the marketing since 2011. The marketing plan has at its center the firm's 2 websites, AffiniaFG.com and SpecialNeedsPlanning.com, both established, written and maintained by Patty on WordPress and the third party marketing platform, Hubspot. Her main day to day responsibilities include developing and publishing fresh, relevant content along all channels: web, blog, social media and print. She works closely with the advisory team to create and promote informative and accessible presentations and webinars for pro-bono public educational outreach. She is responsible for directing and managing lead generation. Patty holds the Hybrid RIA Certification from LPL Financial and is responsible for Marketing Regulatory compliance for the firm. Affinia Financial Group, LLC ("Affinia") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Affinia provides investment advisory and related services for clients nationally. Affinia will maintain all applicable registration and licenses as required by the various states in which Affinia conducts business, as applicable. Affinia renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Show less



Shepherd Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Chief Marketing Officer

  • Sep 2010 - Sep 2019

  Winchester, MA Shepherd Financial Partners is a wealth advisory firm with its own research, asset management and a financial planning specialty business, Special Needs Financial Planning. Patty developed and implemented a comprehensive marketing plan for Shepherd Financial Partners, including the selection process and implementation of a third party platform, Hubspot. The marketing plan has at its center the firm's 2 websites, www.shepherdfinancialpartners.com and www.specialneedsplanning.com… Show more Shepherd Financial Partners is a wealth advisory firm with its own research, asset management and a financial planning specialty business, Special Needs Financial Planning. Patty developed and implemented a comprehensive marketing plan for Shepherd Financial Partners, including the selection process and implementation of a third party platform, Hubspot. The marketing plan has at its center the firm's 2 websites, www.shepherdfinancialpartners.com and www.specialneedsplanning.com, established and maintained by Patty on the Hubspot platform. Her main day to day responsibilities include lead generation and lead management in Hubspot, and developing and publishing fresh, relevant content and distributing this message along all channels: web, blog, social media and print. Her work at Shepherd is featured in articles in the Wall Street Journal Online, December 6, 2012 and Financial Advisor Magazine, November 5, 2012. Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Vice President

  • 1982 - 1990

  VP- Manager- International Capital Markets Marketing