Jason D. Stuck
EXPERTISE
Patricia D. Long
Client Service Manager, Operations and Trading

Patt brings more than 17 years of experience in the financial services industry to Northern Capital. As Client Service Manager, she focuses on business development, new client on-boarding and servicing the Firm's institutional client accounts.

Prior to joining Northern Capital, Patt developed extensive sales, relationship management and operational experience. Most recently at Streamline Financial, Patt was responsible for operations, account management and for providing a full range of client services. At Performance Trust Capital Partners and PT Asset Management, respectively, she helped build three new divisions outside of the firm's core business. She drove branding initiatives through multiple speaking conferences, helped launch two hedge funds and two mutual funds, and assisted with hundreds of separately managed accounts. At First Trust Portfolios, she developed and implemented business plans and sales strategies with external wholesalers to consistently increase sales, expand market share and drive territory profitability.

Patt is a graduate of Moody Bible Institute.

Registrations & Qualifications
FINRA (SIE) Securities Industry Essentials Examination
FINRA Series 7 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Exam


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