Patricia A. McCormick
Investment Operations Team Leader
Patricia McCormick joined Lassus Wherley in 1995 as a trader. In 2007, she was promoted to Investment Operations Team Leader with responsibilities for trading, serving as a liaison between clients and our independent custodians, special projects and ensuring that the Investment Operations Team performs all its duties in a timely and effective manner.
Prior to joining Lassus Wherley, Pat worked at Princeton Bank and Trust in East Brunswick in Trust Operations as a Senior Administrative Specialist and also a Senior Operations Specialist. Pat also worked at Chemical Bank in the Accounts Receivable Department. Prior to this, Pat was a substitute teacher in the Old Bridge public school system and an Assistant Underwriter in large risk accounts for Fireman's Fund Insurance.
Pat has a B.A. from Kean College. She attended the American Institute of Banking and the Cannon Institute for Trust Operations.
In service to her community, Pat serves as a marriage preparation counselor and was a religious education teacher for 20 years.