Temporary Worker - Strategic Retirement Solution
Patti began working at Commonwealth in February 2014 as a Strategic Retirement Solutions contractor. In this role, she oversees product development and ongoing enhancements related to key retirement plan products that are offered to Commonwealth advisors who manage qualified retirement business. She also oversees data architecture, data management, and associated product testing, and serves as the point person for advisors utilizing the tools. Prior to Commonwealth, Patti worked at MFS and Sun Life Financial in a variety of management, business automation, and relationship management positions. Patti has a bachelor's degree in economics.