Patrick M. Mendelson
Director of Operations

Patrick began his career in the financial industry in 1994, working for a division of The Louisiana Credit Union League. He has extensive experience in the financial services industry that includes PaineWebber in New Orleans and numerous departments in its New Jersey based home office. After returning to New Orleans he held positions with Prudential Securities as the Chief Operations Clerk and Equitas Capital Advisors, LLC as the Director of Operations. His knowledge of a wide variety of operational and compliance issues helps to facilitate all phases of our operational and client relationship process. He resides in the Mid-City neighborhood of New Orleans.