Patricia Geng

Patricia Geng

Assistant Operations Manager

Phone: 202-547-1693
Fax: 202-547-1521
E-mail:


 

Patricia Geng is a graduate of George Mason University, where she obtained a Bachelor of Science in Finance and Management. Prior to joining our firm, Patricia gained substantial experience working as the operations manager for a large branch office of LPL Financial, assisting the branch manager and as many as fifteen advisors. She has also worked as an operations assistant for mortgage brokerage firms, CPA firms, and a law firm.  

Patricia’s education and experience greatly enhance the efficiency of our office and our advisors. Her knowledge of the industry’s best practices, and her great attitude in working with our entire team, help each of us serve our clients more effectively and efficiently.

Patricia is fluent in Spanish and also speaks conversational Portuguese. In her free time, she likes to learn about different cultures and foreign markets.  She was a volunteer for the Red Cross-Bolivia for three years, and is a volunteer for George Mason University and other non-profit organizations.