Patricia Vitale, RICP®Director of Operations
Mrs. Patricia Vitale has been a member of the Total Financial team since 1998. She is the Operations Manager for Total Financial. Pat serves as a primary point of contact for hundreds of Total Financial clients, providing account information and answering client questions about their account.
Pat began her career with an insurance agency in 1995, and since coming to Total Financial, has expanded her areas of knowledge and responsibility to include both investments and financial services. Pat is registered as a Series 65 advisor and is New York State licensed as a Life, Health and Annuity Agent.
Mrs. Vitale is an essential part of Total Financial’s management team, administering to a multitude of tasks - including complex administrative matters pertaining to client accounts. Mrs. Vitale received Total Financial’s Service Excellence Award at the first Premier Client Appreciation Dinner on October 16, 2008.