Head of Reconciliation and Quality Control
Patricia Pinto has worked in the wealth industry for nearly 10 years. She joined WE Family Offices’ predecessor firm, TBK Investments, Inc. in March 2006. She serves as the firm’s head of reconciliation and quality control. In this capacity, she oversees monthly reconciliation of all client portfolios.
Before working in the wealth management industry, Patricia served as operation manager for her family’s closely-held business.
Patricia has a Master of Science degree in Industrial Engineering from University of Miami, and she earned a Bachelor of Science degree in Production Engineering from Simon Bolivar University in Venezuela.