Patti Branco, president of PB Management Solutions, is a financial services industry expert, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. Her experience stems from sales and sales management as a First Vice President in the bank and brokerage industry, as State Investment Manager for California, responsible for the initial development of a major bank program in the golden state.
Finacial services and managment solutions
At one point she was responsible for the future success and compliance oversight of over 70 registered reps, office staff and multi million dollar budgets. She left Cal Fed Bank in April, 1999 to start her own consulting business and hasn’t looked back. Her stellar reputation launched her career as an industry consultant. She walks the walk and runs the race, helping companies large and small to develop business, people and peak performance. As an independent consultant she has coached and trained thousands of registered reps in the art of selling investments with success and integrity!
Her client list includes Phil Broyles Top Producer program, Morgan Stanley, Pentagon Federal Credit Union, Horsesmouth.com, Cal Fed Bank, Allstate Financial Services, CUSO Financial Services, Los Angeles Times, Union Savings Bank of Ohio, Primevest Financial Services, Conseco Insurance Company, Los Angeles Bar Association, Countrywide Bank, North Island Federal Credit Union, Financial Resources Credit Union and Union Bank of California, Princess Cruise Lines, Metropolitan Life Insurance Company, Bank of the West, Countrywide Financial, Investment Company of America and others.
Patti is published and widely quoted, a professional member of the National Speakers Association, past Programs Chair & Director for the Los Angeles Chapter. She is past VP of the Board for NSA Los Angeles. She is active in her community and actively volunteers when her heartstrings are tugged!