Erica Patti

Client Service Manager at Focus Partners Wealth

Role: Client Service Manager at Focus Partners
Location: Pittsburgh, PA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Erica Patti

Bachelor of Arts in Communications from John Carroll University.

Experience

Client Service Manager
Focus Partners
Jan 2026 — Present · Pittsburgh, PA, US

Education

John Carroll University
Bachelor of Arts, Communications
2003 — 2007

Skills

Marketing Strategy
Social Media
Direct Sales
Negotiation
Team Leadership
Sales Management
Sales Process
Competitive Analysis
Sales Operations
Customer Retention
Contract Negotiation
Selling
Customer Service
Marketing Communications
Lead Generation
Trade Shows
Business Development
Building Relationships
Development of Employees
Sales
Sales Presentations
Social Networking
Fleet Management
Social Media Marketing
Time Management
Event Planning
Outside Sales
Retail
B2b
Marketing
Account Management
Market Research
Customer Satisfaction
Training
Crm
Employee Training
New Business Development
Inventory Management
Coaching
Advertising

Contact information

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Work email
•••••@focuspartners.com
Personal email
•••••@•••••.com
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Current company

Focus Partners

Financial Services · 1.8K employees · Clayton, Missouri, United States

Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

focuspartners.com

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