Patricia L. Lonergan (Pati)

Operations Manager

Pati is affectionately known as “The Money Honey,” ensuring our client operations are processed efficiently and all administrative procedures run smoothly. Pati has more than 27 years of financial service experience in a variety of banking positions. Her commitment to providing excellent customer service, while exceeding compliance standards, won Pati the Circle of Excellence Award in 2008 and 2009.