Patti is Senior Vice President and Treasurer of White Oak Partners. She is responsible for managing Financial Operations, Accounting, Audit, Tax, Treasury, IT, Reporting Platforms and Human Resources. Working closely with all financial reporting personnel, Patti is responsible for implementation of systems and processes to manage reporting and accountability across all departments. She has responsibility for operational systems and compliance with governmental regulations and also manages external relationships with tax and audit firms, bank treasury departments, and other third parties.
Prior to joining White Oak Partners, Patti worked independently for five years providing CFO services to a wide variety of clients in the real estate, not-for-profit and service industries. She provided a range of services to solve complex problems, helping to build information services and implement strong financial reporting to allow for effective decision making and streamlining of operations.
Patti worked for 12 years as Senior Vice President and Controller for The Pizzuti Companies, a regional real estate development and management company. During her tenure with Pizzuti, she developed a strong accounting team, systems and infrastructure able to respond to the challenging demands of both institutional and individual investors.
Previously, Patti served as Controller for two manufacturing companies based in Central Ohio, both of which had multiple U.S. and international locations. Patti started her career in banking with a small regional bank in St. Petersburg, Florida followed by a career with The Huntington National Bank in Central Ohio.
Patti earned her M.B.A. from Ohio University through their Executive M.B.A. program and her B.S. in Accounting from Franklin University.