Patty Moen

Institutional fixed Income Sales Representative

Patty has been in the financial solutions arena for more than 10 years, including joining Balance Sheet Solutions in 2003. As an Institutional Fixed Income Sales Representative, she collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including marketable securities – to brokered certificates (SimpliCD), Patty offers access to a wealth of resources. Credit union decision makers regularly use her services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.

Professional Experience

Prior to this, Patty was a sales assistant with M&I Home Equity, a Division of M&I Bank, FSB.

Education, Credentials

Patty holds her bachelor's degree in Business Administration from St. Cloud State University. In addition, Patty holds her Series 7 and 63 through ISI and her Series 65 through Balance Sheet Solutions.