Patricia Travis (Patti)

Patricia "Patti" Travis is a seasoned finance professional with extensive experience in wealth management and client relationship development. Currently serving as Senior Managing Director at Citizens since June 2023, Patti previously held the same position at First Republic Private Wealth Management from February 2016 to June 2023, where responsibilities included fostering relationships with successful families to assist in wealth growth and transfer. At First Republic, offerings included investment management, trust services, and private banking, emphasizing exceptional service. Prior to First Republic, Patti was a Senior Director at BNY Mellon from 2010 to January 2016, focusing on new business development in the Southeast region for wealth management. Additionally, Patti was a member of the Daughters of The American Revolution from 1999 to 2022.