Patti Branco

Patti Branco, rich in financial services experience, is an effective sales trainer and motivator, a dynamic speaker and a published author. She uses practical advice laced with humor and stories to create memorable and content-rich presentations, as well as customized materials that guarantee results. She has been in demand as a financial services industry consultant and speaker for the past seven years. Formerly corporate, as a broker and a senior manager, she enjoys vast experience and broad knowledge of bank, credit union and traditional ‘wirehouse’ brokerage sales programs.

Prior to founding her company, she was a successful investment program manager in a 30 billion dollar bank, responsible for seventy licensed representatives, support staff, P & L, sales, marketing, training, compliance, M&A and conversion activities, strategic planning and business development.

She is a member and past program chair and VP of the Board for the Greater Los Angeles National Speakers Association, L.A., past President of the local Toastmasters International, and has won awards for her leadership and speaking skills. She is fully licensed in securities and insurance, an NASD Arbitrator, an Arbitrator for the Los Angeles Bar Association, and is often quoted and called upon as an industry expert, most recently quoted in the USA Today, NY Times, UPI, WSJ and Chicago Tribune.