Patrice's Expertise

Patrice is an integral member of the institutional client service team, with extensive experience supporting long-standing relationships across clients, consultants and strategic partners. In her role, she manages day-to-day investor needs, client materials, the onboarding lifecycle and requests for proposals and due diligence questionnaires. Patrice joined the firm in 1999 and previously worked as a quality service assistant at Northwest Airlines. She earned a BA in International Business, with a Spanish-intensive concentration, from the University of St. Thomas in St. Paul, Minnesota.