1. Patricia M. Kochan
6 Tulip Street Cos Cob, CT 06807 - kochan.patricia27@gmail.com
Home: 203.622.1493 - Mobile: 914.356.1647
PROFESSIONAL EXPERIENCE
WellsFargoAdvisors, Westport,CT June 2013-Present
SeniorRegistered ClientAssociate
 Servicingaccounts.Placingequityandsyndicate trades.Leverage clientcommunications.Processservice
requests.Documentprocessing. Directincomingphone calls.Maintainclientcontactmanagement
systemsforcompliance.Collectdocumentationfornew accounts.
 Seasonedinhandlingall aspectsof clientservice,reporting,relationship-building.Close interactionwith
highnetworth clientsandprospects.
 Wide range of productknowledge anddifferentaccounttypesessentialtothe position.
 Responsibilitiesincludedservicing,researchingproblems,issue resolution,orderentry,report
preparation,restrictedstockclearance processingwhileinsuringcompliance withfirmpolicies.
BenedictFinancial Group,Greenwich,CT Jan 2012-Dec 2012
Personal AssistanttoMichael J.Smeriglio, CPA,CFP
 Supportdailymanagementof MetLife bookof businessworth $35 million.
 AssistinLife Insurance andAnnuitybusiness.
Merrill Lynch, Stamford, CT 1991-2012
SeniorRegistered ClientAssociate
 Provide fundamental sales,administrativeandoperationalsupportonateam fora top-producing
financial advisorthatgenerated$1.7millioninproductionfor2011.
 CA ACTMcouncil member(ClientAssociate AdvisoryCouncil toManagement)
 Selectedannuallyfrom2004-2011 bybranch managementtoserve ona council for collaboration
throughoutthe Northeastregion.Membersof the council servedasa sounding boardforthe client
associate population, reflectingattitudesandneedstothe highestlevelsof firmmanagementandfellow
memberswithconference callsandmeetingsheldthroughoutthe year.
 Responsible forrelayingfeedbackandfirminitiativestothe branchat monthlymeetings.
EDUCATION
UniversityofNew Hampshire 1986-1990
Bachelorof Science-BusinessAdministration, MinorinSociology
LICENSES & DESIGNATIONS
Series7,63 and 65, CFM- CertifiedFinancial Manager,CertifiedSpinningInstructor
SKILLS
Word, Excel andGoldmine
HOBBIES
Boating,Fishing,Cooking,Spinning,CircuitTraining