Patti Branco

Patti Branco is the founder of Management & Training Solutions, created in April 1999 to provide motivational presentations and leadership development with life in balance, nurture successful investment programs, reveal marketing and best practices, as well as to deliver professional presentations for the financial services industry. The launch of her speaking business followed years in corporate America in the banking and investment sector. Her exceptional reputation in the financial services industry won her immediate success.

Her unique delivery and approach is dynamic, customized for your group, generating results, revenue and enthusiasm! Patti’s presentations are interactive and uplifting, her energy is contagious!

Her knowledge and achievements stem from the fruit of her rich experience and background, with over twenty years in significant leadership roles in multibillion dollar financial corporations. She was State Investment Manager, California for the thirty-five billion dollar First Nationwide Bank's investment subsidiary, managing over seventy financial advisors and multi-million dollar budgets. In 1994, and was the number one state manager out of 11 states for 9 out of 10 years.

Branco is the author of ‘The Path to Million Dollar Production’, a widely acclaimed and in -demand book for financial advisors, as well as numerous articles on success and service in the financial industry. Her first book contribution was a chapter in ‘Real World Leadership Strategies’ by Insight Publishing. Patti is often quoted as an expert in major publications. She has been quoted as an expert in N.Y. Times, Chicago Tribune, UPI, and Registered Rep, USA Today, WSJ Career Online and Horsesmouth.com.

As a 'resultant'...her client list includes Pentagon Federal Credit Union, Allstate Financial Services, Los Angeles Times, Countrywide Bank, Cal Fed Bank, Union Bank of California, Metropolitan Life Insurance, Marriot Employees Credit Union, Princess Cruise Lines, L.A. Bar Association, Horsesmouth.com, Conseco and others.

She is a professional and active member of the National Speakers Association. Her consulting and speaking expertise is of real world experience. Each talk is designed for the audience, no canned or rehashed ‘generic’ presentations. The content is meaningful and timely, she knows this business!