Patricia Stack Email & Phone Number

Patti has been involved in the Financial Services Industry for 35 years.She worked for about a year in branch services for Bache & Co. before moving to the asset manager Bernstein Macaulay, a division of Shearson Lehman in 1980 where she was a Portfolio Manager Assistant. While completing her MBA in Finance at Pace University, Patti began working at AIG for their main US based Property Casualty Insurer as an Investment Analyst and Senior Financial Underwriter in 1984.Patti left AIG in 1997 for family reasons and began her career as a financial advisor at Smith Barney in Garden City and moved to Oppenheimer & Co.Inc.in late 2002.Because of my background at AIG as an analyst and underwriter I have an extensive and informed approach to risk. My experience with my mother and her aging sisters has given me a unique understanding of the various types of dementia and the various issues associated with dealing with the aging. I am known for my patient and consultative approach. . I am licensed in the following States: NY, NJ, CA, FL MA and NEI am Life /Accident & Health Insurance licensed in NY and NJ.I have nearly 20 years of experience in municipal (tax free) bonds.Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for informational purposes only. Please go to http:/www.opco.com/socialmediadisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on disclaimers in the contact info section of my profile.

Listed skills include 401 Rollovers, Multigenerational Wealth Transfer Strategies, Asset Allocation, Investments, and 7 others.