Patricia Collantes
An experienced operations management executive, Patricia Collantes spent 15 years with Morgan Stanley-Smith Barney, Inc., in Palo Alto, California. In her time with the financial services firm, Patricia Collantes held positions of increasing responsibility in the field of operations management. Beginning as an Assistant Operations Manager in 1996, she later served as a Senior Assistant Operations Manager.
In 1998, Patricia Collantes earned a post as Vice President - Operations Manager, which guided the next 12 years of her career. Her responsibilities included creating an automated system for the corporation’s equity plan business. Prior to this improvement, the system ran manually. The resulting increase in efficiency saved the company more than $100,000.
When it came to sensitive customer issues, Patricia Collantes eventually became the point person to handle such situations as the dismantling of partnerships, death, and collection accounts. In doing so, she gained a reputation as a calm, skillful analyst who could be trusted with confidential information while finding workable solutions.
During her time with Morgan Stanley-Smith Barney, Patricia Collantes also developed a reputation for effective business development and revenue enhancement. Her ability to identify key marketing initiatives for client-service associates led to more than $1 million in new assets in the first quarter of 2010.
In the area of expense management, Patricia Collantes instituted changes that reduced overtime by 75 percent within six months. She achieved this by improving staff training and creating coaching and mentoring programs. When it became necessary to restructure and reorganize staff after a series of consolidations, she successfully saved the company more than $250,000 while maintaining employee morale.
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