Patricia Roberts, J.D.

Chief Operating Officer at GiftofCollege
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

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Credentials

  • New Jersey Bar Admission
    -
    Jan, 1995
    - Sep, 2024
  • New York Bar Admission
    -
    Jan, 1995
    - Sep, 2024
  • Reiki Levels I & II
    -

Experience

  • GiftofCollege
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer
      • Aug 2018 - Present

      Leverage extensive subject matter expertise to create innovations that raise awareness and use of 529 college savings and ABLE plans and that also support student loan repayment.

    • Consultant
      • Oct 2016 - Jul 2018

  • NYC Kids RISE
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Founding Director of Strategy and Programs
      • Feb 2017 - Aug 2018
  • AllianceBernstein
    • United States
    • Investment Management
    • 700 & Above Employee
    • Managing Director, Multi-Asset Global Business Development - 529 Relationship & Product Management
      • Sep 2007 - Sep 2016

      Relationship Manager for $7.5 billion private/public sector partnership, Product Manager for nation’s 3rd largest advisor-sold college savings vehicle and Thought Leader for education savings industry, ABLE and children's savings account development. Relationship Manager for $7.5 billion private/public sector partnership, Product Manager for nation’s 3rd largest advisor-sold college savings vehicle and Thought Leader for education savings industry, ABLE and children's savings account development.

  • Council of Urban Professionals
    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • 2012 CUP Fellow
      • Feb 2012 - Jan 2013
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Relationship & Product Management - Education, Retirement & Health Savings Programs
      • Oct 2002 - Sep 2007

      Relationship Manager for $5+ billion private/public sector partnership. Senior manager for key distribution relationships for non-proprietary education savings products. Relationship Manager for $5+ billion private/public sector partnership. Senior manager for key distribution relationships for non-proprietary education savings products.

  • Citi
    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Associate General Counsel
      • Jun 1997 - Oct 2002

      Investment advisory counsel with broker-dealer, banking, compliance, business and partnership development, privacy, anti-money laundering, Foreign Corrupt Practices Act, suitability and 529 focus. Investment advisory counsel with broker-dealer, banking, compliance, business and partnership development, privacy, anti-money laundering, Foreign Corrupt Practices Act, suitability and 529 focus.

  • Travelers Group Inc. (predecessor to Citigroup Inc.)
    • Counsel
      • Nov 1994 - Jun 1997

      Public company counsel with board of director, regulatory, corporate secretarial, transactional, global philanthropic and corporate communications focus. Public company counsel with board of director, regulatory, corporate secretarial, transactional, global philanthropic and corporate communications focus.

Education

  • Brooklyn Law School
    Doctor of Law (J.D.)
  • Duquesne University
    B.A., Philosophy and Political Science

Community

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