The Latest

Paul A. Werlin is president of Human Capital Resources, a recruiting and consulting firm for banks.

Patty Kreamer is a Certified Professional Organizer, Productivity Coach, speaker, author and Partner\/Co-Owner at Referral Institute of Western PA, LLC.   She works directly with financial advisors to help them develop strategic practice management processes in order to become more productive and perform better. \nPatty coaches her clients to:\n\nEnhance productivity with efficient systems throughout their business\nHone time management skills\nDeclutter physical, electronic, emotional, mental and brain clutter to enhance efficiency and live the life they want.\n\nPatty is a national speaker who customizes programs for regional, national, corporate and association audiences on topics that focus on organization and simplicity. She is a sought after speaker and often asked to return time and time again.  \nPatty is the author of But I Might Need It Someday, The Power of Simplicity, and The Clutter Rescue Course™. Patty also co-authored Success Simplified with Stephen Covey.\nPatty and her business partner Michelle Donovan use a team coach approach. Michelle is the "Referability Expert" who coaches clients to build their business by stellar referral marketing and Patty coaches them to manage the success issues that develop with significant growth that Michelle helps them create.\nPatty was the Founding President of the National Association of Professional Organizers - Pittsburgh chapter and Past President of The National Speakers Association - Pittsburgh chapter.  Patty was recently named Women's Business Network's Woman of the Year as well as one of Pennsylvania’s Best 50 Women in Business and one of Pittsburgh’s Fastrackers.  

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

Patte Lee earned a BBA with a concentration in insurance from Howard University, and an MBA from Georgia State University. In addition to the Certified Financial Planner designation, Ms. Lee has also earned the CDFA™ (Certified Divorce Financial Analyst) and RPA (Retired Plans Associate) designations.\n \nPatte was honored by D Magazine in December, 2008 and 2009 as one of Dallas’ Best Financial Planners.\n\nMs. Lee began her career in financial services approximately 18 years ago. She has worked for Fortune 100 companies such as Aetna, UNUM, Travelers, and MARSH USA in senior sales and advisory positions. In addition to extensive experience with employee benefits and pensions, she worked as an assistant pension actuary for over 4 years.\nRegistrations & Licenses \nNASD Series 7 Registration (General Securities Representative)\n NASD Series 63 (Uniform Securities Agent State Law Examination)\n NASD Series 65 Registration (Registered Investment Advisor Examination)\n Group I Insurance (Life, Health and Disability)\n Community Involvement\n \n Board member and development Co-chair for Our Friend’s Place \n Member, Dallas Estate Planning Council\n Member, CEO Netweavers\n Board member and membership chair for the Executive Women’s Golf Association, Dallas chapter\n Host of weekly financial radio program for Reading and Radio Resource\n \n Patte Lee, CFP®, CDFA™\n Patrisha (Patte) Lee is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., Member SIPC. Supervisory office: 10000 North Central Expressway, Suite 1200, Dallas, Texas 75231 (972) 348-6300.\n Instructor for “Financial Literacry for Women” – SMU Continuing Education\n \n \n

Patrick Keon is a Lipper research analyst specializing in U.S. fund classifications and portfolio analytics.

Pat is a principal at Longfellow Benefits. Pat is responsible for new business development, compliance,  brand awareness, client service, and Longfellow associate management and development.  He provides proactive strategic, financial and compliance advice to self-insured employers, municipalities, and joint purchasing groups.  He also provides client education and awareness on alterntiave funding arrangements, cost saving techniques, contracting, and compliance and regulatory matters.  Internally, Pat serves as the health care reform subject matter expert.\nPat has over twenty years of experience gained from working at Fidelity Investments, Hewitt Associates, and Watson Wyatt Worldwide in various employee benefits consulting capacities.  He earned at BSBA in Accounting and Management from Northeastern University and his MBA in Taxation from Bentley College.  He has attained the professional designations of Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Employee Benefits Consultant (REBC), and Registered Health Underwriter (RHU). Pat is also a Licensed Insurance Advisor (LIA).\nPat is a member of several national and local employee benefits organizations and has spoken locally and nationally on employee benefits issues.  He is a past President of the Greater Boston Chapter of ISCEBS, and the current Chairman of the Legislative Committee of NAIFA, and is a member of NEEBC, MASS AHU, IFEBP, ISCEBS and SFSP.  Pat has been published in Benefits Magazine, Employee Benefit News, Workspan, and the Boston Business Journal.\nPat is a past Chairman of the Town of Norwell Advisory Board, a past Member for the Town of Hull Finance Committee, and a past special alternate member for the Town of Norwell Zoning Board of Appeals.\n

Patricia Weinmann is the co-founder of Gabriel Communications. As stage director, coach and performer, Weinmann brings unique talent, expertise and perspective to communications training. She has built a training program for communication and presentation skills based on techniques used in the performing arts. With over 20 years of experience, she has trained performers at top conservatories and training programs in the United States and Europe. Through Gabriel Communications, she has trained senior executives in leading firms in the financial industry including Loomis Sayles, Lehman Brothers, Pensions & Investments, and Fidelity.

A native of Chicago, Trish Moll has served as a Franchise Field Vice President in the Mid-America region for Ameriprise Financial since 2008. As such, she provides leadership and support to drive growth among the 460 independent Ameriprise franchisee advisors in Illinois, Indiana, Southwestern Michigan and Southwestern Ohio. Trish also is responsible for recruiting experienced advisors and generating growth via practice acquisitions and professional alliances. In addition, she oversees compliance and manages the team that supports advisors in her region. \nPrior to joining field leadership, Trish was an advisor with Ameriprise for 18 years. She founded Moll & Associates, a financial advisory practice of Ameriprise Financial which had six practice members serving over 400 clients. \nTrish has developed her practice acquisition experience from the ground up by acquiring two practices during her tenure as an independent advisor and then by selling her practice in 2008. In the last four years, as a Franchise Field Vice President, she has facilitated over 30 practice acquisitions for advisors in her region. \nTrish graduated from Marquette University with a Bachelor of Science in Business Administration, Finance and Marketing. Trish loves spending time with friends and family, and enjoys traveling – her most recent adventure was a safari in Western Cape, South Africa.\n