As Operations and Service Manager, Pat Paz works diligently to maximize and maintain Moneta Group’s relationship with its custodians.
Prior to joining Moneta, Pat spent 25 years at A.G. Edwards as a Branch Administrator and in the Margin Department. There, she expanded her problem-solving skills and learned the importance of being able to ask the right questions to decipher what others are trying to accomplish. She continues to utilize these skills today.
In 2010, Pat joined Moneta Group as Operations and Service Manager.
At Moneta, Pat strives to meet the needs of Moneta’s advisor teams. With over 30 years experience in the securities industry, she uses her experience and expertise to prioritize and fulfill the needs of the teams in a timely and accurate manner.
Outside of the office, Pat enjoys reading and spending time with her friends and family, including daughter, Alexis. She is also an active member in her church, St. Elizabeth’s.
- Series 7 (General Securities Representative) licensed
- Series 9/10 (General Securities Sales Supervisor) licensed