Commonwealth Financial Network
Patti Wilson currently serves as Vice President of Marketing Services at Commonwealth Financial Network, a position held since January 2022. Prior experience includes roles at Dynatrace as Creative Project Manager and LendingClub as Director of Marketing Communications, where Patti successfully expanded the Marketing Communications team from two to ten staff members, managed a multi-million dollar budget, and implemented traffic-managing software to optimize workflow. Additional roles span from Account Manager at Spire to Co-Editor of The Berkley Bell and various positions in production management at Arnold Communications and Bronner Slosberg Humphrey. Patti holds degrees from Southern New Hampshire University and San Jose State University.
Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021