Jo Ann Pate

Executive Assistant

Jo Ann Pate is an experienced Executive Assistant with a robust background in the finance sector, currently serving at Evercore since September 2023. Prior to this role, Jo Ann worked at Morgan Stanley from June 2008 to September 2023 and at Bear Stearns & Co. from December 1999 to June 2008, demonstrating a long-standing commitment to providing high-level administrative support. Jo Ann holds a Bachelor of Arts in Organizational Behavior Studies from New York University, earned between 2001 and 2006.

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