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Patricia Schlee

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Patricia Schlee

VP Senior Financial Advisor | Union Bank

California, United States

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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.

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Patricia Schlee

Work Experience

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VP Senior Financial Advisor at

Union Banc Investment Services

January 2002 - Present

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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.

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