"We are thrilled to have someone of Pat's caliber," said Charles Vista LLC's Founder Gregg Lorenzo. "Her proven track record will propel the expansion of Charles Vista, while, undoubtedly, maintaining the high standard necessary for that expansion."
Patricia is a seasoned professional who has worked in the financial industry for 20 years. Her career began at Ladenburg Thalmann & Company where, in her eleven years there, she held the positions of Operations Manager, Associate Partner of Operations, Vice President of Operations, and Vice President of Private Client Services.
Patricia's expertise allowed her to quickly and effectively relocate 100 brokers to a new facility in only a weekend. Accomplishments such as this will prove integral in the expansion plans of Charles Vista. She holds three industry licenses, a series 7, 63 & 24.
"I am very excited to be joining Charles Vista," said Pat Giglia. "With their experienced management team and client centered philosophy, Charles Vista is on the cusp of tremendous growth and I am looking forward to contributing to that growth."
About Charles Vista, LLC
Charles Vista LLC a member of the FINRA/SIPC, is an independent broker dealer and investment banking firm headquartered at 100 William Street, in the center of New York City's financial district. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.
Michael R. Molinaro
Charles Vista, LLC
100 William Street, 18th floor
New York, NY 10038