Financial Planners
Administrative Staff
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Patty Capsey joined Rogan and Associates, Inc. in May 2007 as Client Services
Manager. She brings 9 years of financial service experience with her. She
began her career as a sales assistant with an international wirehouse and
earned her Series 7, 66, 31 and 9/10 Licenses. She was promoted to Senior
Registered Sales Assistant and then eventually became a Branch Service Manager.
Assisting the Financial Planners and their clients is one of the many things
Patty enjoys about her position at Rogan and Associates. She strives to
provide a high level of customer service and achieve client satisfaction
by doing so. |
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