Pat Burns

Client Service Specialist

As a Client Service Specialist at BCWM, Pat Burns ensures that client services are carried out on time and with the utmost accuracy. She works closely with the firm’s Wealth Advisors in support of services to client families. Most notably, she plays a central role in the coordination of wealth-management reviews for the firm’s clients.

Her duties include the compilation and maintenance of client and custodian account documentation as well as the execution of client tasks, such as asset transfers and report preparation. She also assists customers with their charitable donations.

Pat has more than twenty years of experience in the financial industry, including her role as Operations Manager for UBS PaineWebber, where she worked with compliance and branch operations oversight.