Patty developed and implemented a comprehensive marketing plan for Shepherd Financial Partners, including website development, brand messaging, creation and production of all digital and print materials and the selection and implementation of a third party marketing platform, Hubspot. Her focus centers on www.shepherdfinancialpartners.com and www.specialneedsplanning.com, established and maintained by Patty.
Her main day to day responsibilities include lead generation and lead management in Hubspot, and developing and publishing content along all channels: web, blog, social media and print. Her work at Shepherd is featured in articles in the Wall Street Journal Online, December 6, 2012 and Financial Advisor Magazine, November 5, 2012.
She holds an MBA from the Stern School of Business at NYU and a BS in Mathematics from the University at Albany (NY). Previously she worked in capital markets at Lehman Brothers, where she was a Corporate Vice President and Marketing Manager for International Capital Markets.