Patty develops and implements comprehensive marketing plans for Shepherd Financial Partners and Special Needs Financial Planning. Her role encompasses website development, brand messaging, creation and production of digital and print materials, marketing programs and events, and use of a third party marketing platform, Hubspot.
Her main day to day responsibilities include developing and publishing content along all channels: web, blog, social media and print, lead generation and lead management, and the firm’s marketing regulatory compliance.
Her work has been featured in the Wall Street Journal Online and Financial Advisor Magazine.
She holds an MBA from the Stern School of Business at NYU and a BS in Mathematics from the University at Albany (NY). Previously she worked in capital markets at Lehman Brothers, where she was a Corporate Vice President and Marketing Manager for International Capital Markets.