Pat Russo, Compliance Associate, has been with Visionary Square since June 2015. Her day-to-day responsibilities include updating the Branch Continuity Plan for The Square’s partner advisors and conducting reviews of the monthly trade blotter, advisor agreements on file, and branch compliance documents. She also supports the rest of the Compliance team.
Pat holds degrees in English and Education from Gwynedd Mercy University. Throughout her career, she has also worked as a paralegal and an English teacher.
A native of York, PA, Pat resides in Charlotte, NC. In her spare time, she enjoys reading and spending time with her family.
Pat Russo
Compliance Associate
Pat Russo, Compliance Associate, has been with Visionary Square since June 2015. Her day-to-day responsibilities include updating the Branch Continuity Plan for The Square’s partner advisors and conducting reviews of the monthly trade blotter, advisor agreements on file, and branch compliance documents. She also supports the rest of the Compliance team.
Pat holds degrees in English and Education from Gwynedd Mercy University. Throughout her career, she has also worked as a paralegal and an English teacher.
A native of York, PA, Pat resides in Charlotte, NC. In her spare time, she enjoys reading and spending time with her family.