Patricia Preiss joined MAP Estate Planning as a Client Service Associate in 2021.
Her responsibilities include performing all administrative and operational tasks while maintaining and developing client relationships. Patti acts as a liaison between our clients and their accountants, attorneys, and any other outside specialty to encompass full-service financial planning.
Patti brings a wealth of financial services experience to her new role at MAP Estate Planning. She was formally employed at our broker-dealer, American Portfolios Financials Services, Inc. in the Virtual Administrative Services Program.
Prior to that, Patti was the Office Manager and Client Service Associate for The Pinnacle Financial Group/ LPL Financial and at Morgan Stanley she worked in the Global Wealth Management Group as a Senior Registered Client Service Associate.
Patti also has relevant experience from working in the Fidelity Investor Center in Scarsdale NY as a Financial Representative. Earlier in her career, Patti worked in Institutional Equity Block Trading; Institutional Convertible Bonds and Warrants; Risk Arbitrage, and on the floor of the New York Stock Exchange.
Patti earned a BBA in Finance with a minor in Economics from Adelphi University.