Patti Branco, rich in financial services experience, is an effective Presenter-workshop leader/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 six years. Formerly corporate, as a broker and a 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.

On the non business related-more entertainment oriented side-Patti has delivered presentaions on several cruise ships including the five star Princess Diamond. The softer topics include: How to Write The Book Inside in Three Months/Reinvent Yourself at retirement or Sooner/Finding a Financial Advisor You can Trust With Your Future/Harness LifeThe Gift We Take for Granted/Ladies, Shed the Pantsuits, It's OK to Be A Gal! and others.

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.

Business, Business Process Improvement, Communication, Creativity, Leadership, Life Balance, Marketing, Performance Improvement, Sales, Time Management/Self-Management

Don't Send your Business Down the Street

Fast track to Success for Financial Advisors

Leadership from the Heart

Take it to the Top. Peak Performers

Write the Book You Have Inside Inside in Three Months

How to Find a Financial Advisor You Can trust

Project Management in Warp Speed, Get in Get out!

Ten steps to Avaiding Identity Theft

Patti Branco has not currently defined any events at which they are engaged to speak.

Planners must login to contact this speaker directly:

Email
Password

Not a registered planner yet? Click here to join our community - it's Free!
Find out about the myriad benefits available to registered meeting and event planners.