Born in York, PA, Patti enjoyed ice skating and playing in the snow. She then moved on to Junior High in Los Angeles and High School in Texas. Patti’s artistic side allowed her to graduate from UT Austin in three years with a double major in Painting and Drawing and Art History and an M.A. in Public School Administration at Chapman College in Orange County after attending art school at Long Beach State. Patti’s purpose in life is to connect people. This was fulfilled throughout her 20s and early 30s through teaching Jr. high, Sr. High, College, and University as an Art Teacher. She helped students connect with themselves through the world of Art. They connected with history, their world and community.
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I am detail oriented, organized, and professional in my work demeanor. I have developed strong office and customer service skills as a result my previous work experience. I have great computer skills (proficient in Microsoft Office, use of PC and MAC, some SEO knowledge, social media, use of MailChimp and other online marketing tools. I am highly self motivated and a quick learner which allows me to be a resourceful and successful team member. I am outgoing and not afraid to ask questions that will increase my productivity and efficiency in the work place.
Ed Gerety helps his clients make effective decisions that have a positive impact and help them stay on track to reach their financial goals. He knows that homebuyers are dealing with major, often stressful financial decisions. Ed listens to his clients in order to understand what they care about most. He utilizes his expertise in real estate financing, coupled with his understanding of each client’s situation, to show them the impact of different financing choices.
Jamie has 16-years experience in construction and commercial real estate lending, with much of that time spent in the actual underwriting of loan applications. Her depth of knowledge is therefore exceptional. Jamie joined Opes Advisors Santa Cruz in April 2014, expanding their mortgage banking platform to include commercial and construction financing. She immediately established relationships with 12 different sources for these types of loans.