Director, Client Operations
Patti Smith serves as Director of Client Operations at International Research Securities. Her responsibilities include assisting with client on boarding, banking and compliance reports with Finra. During her tenure with the firm, Patti's focus has been record keeping and client relations for the purpose of making seamless wealth transfers along with assisting high net worth families through volatile markets towards legacy preservation.
INTERNATIONAL RESEARCH SECURITIES
3010 LBJ, FWY, SUITE 12OO
Dallas, Texas 75234