Insigneo Financial Group
Patricia Holder is a seasoned financial professional currently serving as the Managing Director International Financial Advisor for Wealth Management at Insigneo since February 2024. Prior to this role, Patricia was a Senior Vice President and Financial Advisor in International Wealth Management at Morgan Stanley from May 2002 to February 2024. Earlier career experiences include serving as Vice President Financial Advisor at Merrill Lynch and as a Financial Consultant for Latin America, as well as holding the position of Citigold Executive at Citi from 1994 to 1999. Patricia holds a Bachelor’s degree in International Relations and Affairs/Criminal Justice from Florida International University and an Associate of Science from Miami Dade College, along with an Associate's Degree in Pre-Law Studies from Universidad de Lima.
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