Contractor - Retirement Consulting Services
Patti began working at Commonwealth in February 2014 as a retirement consulting services contractor. In this role, she oversees product development and ongoing enhancements related to key retirement plan products offered to Commonwealth advisors who manage qualified retirement business. She also oversees data architecture, data management, and associated product testing, and she serves as the point person for advisors using the tools offered by her team. Prior to Commonwealth, Patti worked at MFS and Sun Life Financial in a variety of management, business automation, and relationship management positions. Patti has bachelor's degree in economics.