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Patti Sulano

Patricia Sulano, CLTC®

Relationship Management Operations Manager

About

Patricia A. Sulano, CLTC®, serves as Relationship Management Operations Manager for Highland Capital Brokerage. Included in her responsibilities, she also serves as the Royal Bank of Canada and Union Bank of Switzerland Affirm, and JP Morgan Chase Smart Office Highland liaison for their business systems.

Prior to this role, she was an institutional account manager, sales vice president, and internal sales consultant for Highland. Sulano has more than 20 years of experience in the insurance and investment industry.

Prior to Highland, Sulano was a point-of-sale specialist providing strategies for families in financial planning, health and life insurance, and long-term care. She also served as a financial planner for New England Financial and John Hancock.

Sulano is Life and Health insurance licensed in N.J. and N.Y., and is Certified in Long-Term Care (CLTC). In addition, she holds a Series 6 and Series 63 license.

When Sulano is not focused on business and family activities, she enjoys traveling, reading, the beach, hiking, and ballroom and Latin dancing.

 

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Highland and Securities America are separate entities.

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