Patricia A. Park has been promoted to Director of Financial Planning for KeatsConnelly. Park, who has been with the US/Canadian Cross-Border Planning Firm for five years, will begin her new responsibilities September 1, 2005.
“Patty has proven to be a solid performer,” said Bob Keats, Founder and President of KeatsConnelly. “Her hard work and dedication have paid off, and we look forward to watching her excel in this new position.”
As the Director of Financial Planning, Park will oversee all aspects of the Financial Planning Department including management of employees and client relations. Prior to the promotion, Park was serving as a Senior Planner for the Firm in assisting clients and managing comprehensive cross-border and domestic financial plans.
Park has worked in the public accounting and corporate finance fields for 16 years. In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional in both the US and Canada, Park is a Certified Public Accountant, a Certified Divorce Financial Analyst™ and a Personal Financial Specialist.
Park holds a Bachelor of Science Degree in Accountancy from Case Western Reserve in Cleveland, Ohio and a Master’s Degree in International Management from Thunderbird, The Garvin School of International Management in Glendale, Arizona. Park also teaches accounting and financial planning at the University of Phoenix.
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