Patricia S. is an accomplished professional with extensive experience in the financial services and education sectors. Currently serving as an Operations Associate at Carson Group since January 2020, Patricia supports Advisors in enhancing the client experience. Prior roles include Leadership Growth & Development at Mutual of Omaha, where Patricia focused on interviewing sales leaders and educating individuals on financial products. As a Registered Financial Assistant at Cella Quinn Investment Services, analysis and client services were primary responsibilities. Additionally, Patricia has experience as a Marketing and Speech Communication's Professor, Social Media and Research Coordinator at WoodmenLife, and Market Research Analyst at Woodmen Of The World Life Insurance. Educational credentials include a Master’s Degree in Communications from Bellevue University and a Bachelor’s Degree in Sales Management/Marketing from the University of Nebraska at Omaha.
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