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Patricia Schlee
Patricia Schlee
VP Senior Financial Advisor | Union Bank
California, United States
Patricia Schlee
Summary
Patricia Schlee is a seasoned Vice President and Senior Financial Advisor with over two decades of experience in the banking sector, specifically at Union Bank and Union Banc Investment Services. Her extensive background in finance allows her to provide expert advice and strategies to clients, helping them navigate complex financial landscapes. Patricia is known for her analytical skills and ability to build strong client relationships, which have been key to her success in the industry. Despite holding a significant leadership title, she remains an individual contributor, showcasing her commitment to hands-on work. Patricia's long tenure at Union Bank reflects her dedication and stability in her career. She is passionate about financial literacy and often seeks ways to empower her clients with knowledge. Patricia is based in California and is well-versed in the challenges and opportunities in the financial advisory landscape.
Patricia Schlee
Work Experience
VP Senior Financial Advisor at
Union Banc Investment Services
January 2002 - Present
VP Senior Financial Advisor at
Union Bank
January 2002 - Present
Frequently Asked Questions about Patricia Schlee
What company does Patricia Schlee work for?
Patricia Schlee is a VP Senior Financial Advisor at Union Bank.
Who is Patricia Schlee?
Patricia Schlee is a seasoned Vice President and Senior Financial Advisor with over two decades of experience in the banking sector, specifically at Union Bank and Union Banc Investment Services. Her extensive background in finance allows her to provide expert advice and strategies to clients, helping them navigate complex financial landscapes. Patricia is known for her analytical skills and ability to build strong client relationships, which have been key to her success in the industry. Despite holding a significant leadership title, she remains an individual contributor, showcasing her commitment to hands-on work. Patricia's long tenure at Union Bank reflects her dedication and stability in her career. She is passionate about financial literacy and often seeks ways to empower her clients with knowledge. Patricia is based in California and is well-versed in the challenges and opportunities in the financial advisory landscape.
Patricia`s contact details
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