Director of Client Operations

Our Director of Client Operations, Pat Burns, has more than 17 years and a wide range of industry experience, including her role as Operations Manager for UBS PaineWebber, where she was engaged in compliance and branch operations oversight.

At BCWM her focus on client communication and delivery of superior customer service is essential. Pat ensures all client services are executed on time and with utmost accuracy, including the establishment and maintenance of client accounts; compilation and completion of client, custodian and firm documentation; execution of client tasks such as asset transfers, report preparation and completing philanthropic gifts. Pat plays an integral role in the coordination of our clients’ scheduled wealth management reviews and works closely with Mindy to support BCWM’s services to client families. Pat resides in Overland Park, Kan. with her husband and youngest daughter.

More News About Pat: