Pat leads the compliance functions for Cetera Trust Company, a nationally chartered bank. These functions include: fiduciary requirements, examinations, audits, training, documentation and written procedures as required by the Office of the Comptroller of Currency and relevant regulation. She also serves as the bank’s security officer, and oversees the Bank Secrecy Act, anti-money laundering and business continuation planning compliance areas. Pat serves as a consultant for broad business areas in compliance matters relative to Cetera Trust Company. In addition, Pat is the Trust Officer for the irrevocable life insurance trust accounts and defined contribution trust accounts with Cetera Trust Company. Experience Pat has been with Cetera Trust Company since its inception in 2002. She has more than 40 years of experience in the trust and banking services industries. Prior to joining Cetera Trust Company, she served 13 years as a supervisor for several areas within TCF Bank’s corporate operations, including retirement account administration.
Education • Bachelor of Science in business administration, Metropolitan State Univerity St. Paul, MN. An Honor graduate designation, Cannon Financial Institute
Community • Pat chairs the Church of St. Columba Finance Council and is an active volunteer with Girl Scouts, Scouting BSA, Junior Achievement, St. Paul Public Library, Reading Buddy, and the Midway Men’s Club.
Personal • In her limited free time, she enjoys running, reading, traveling and scrapbooking her adventures