Patti joined Sandy Cove Advisors with over 25 years of administrative experience. Patti works directly with Deirdre Prescott and manages the daily operations of the office, providing the highest level of service to Sandy Cove Advisors clients, colleagues, as well as professional advisors. Prior to joining Sandy Cove Advisors, Patti supported five practices in Weymouth as well as the Practice Administrator for those locations at Atrius Health.
Before Atrius Health, she worked at JDJ Resources for just under 10 years. Patti was one of the first employees at the multi-family office firm which opened its doors in 2001. While at JDJ, Patti helped with the overall daily operations of the office, bill paying as well as client concierge services for some of their affluent clients. As a client concierge associate, Patti helped clients with setting up home offices and maintained filing systems, maintained household schedules and vendor lists, coordinated and supervised home vendors at clients homes, processed client accounts payable and monthly bank reconciliations using QuickBooks, as well as assisted with event planning.
On the personal side, Patti currently resides in Hanover with her husband and two children. She enjoys reading, running and walking with friends. Patti is an avid Boston sports fan. Patti’s prides herself on her customer service and professionalism. She is always willing to jump in and help someone.
To learn a little more about Patti see her responses to a round of Q&A below:
Q: Favorite time of the day? Mornings. I love to be the first person up in the house. My mother used to say it was her favorite part of the day and I never understood that, until I had kids. I love to catch up on the news and my emails with a cup of coffee listening to the radio.
Q: Favorite Holiday? Thanksgiving! For the past 10 years my kids and I have started the day by running a Turkey Trot, there is no better way to start our favorite holiday, regardless of the weather, in my opinion. Plus, I find that with Thanksgiving, there isn’t as much stress over the day like there is with Christmas.
Q: What’s your guilty pleasure? The Kardashians.
Q: Sports fan of: All Boston sports!! Lifelong Red Sox fan, which hasn’t always been easy! I grew up in Connecticut, where I was surrounded by predominantly Yankee fans and we were teased relentlessly! Since moving to Massachusetts, I have grown to love the Bruins and Patriots as well.
Q: What is for dinner tonight? Some sort of seasoned chicken on the grill or smoker, which has become a new hobby for my husband.
Q: What is the best compliment you’ve ever received? Honestly, I find no better compliment than when someone tells me how polite, respectful or helpful my two kids are.