Patti Berry
About Patti Berry
Patti Berry serves as the Executive Assistant to the President/CEO at Trellance, a position she has held since 2021. With a background in financial services, she has accumulated over two decades of experience in various roles within the industry.
Work at Trellance
Patti Berry has been serving as the Executive Assistant to the President/CEO at Trellance since 2021. In this role, she supports the executive leadership and contributes to the operational efficiency of the organization. Prior to her current position, she worked as a Managed Services Specialist at Trellance from 2020 to 2021, where she was involved in various service management tasks.
Previous Experience in Financial Services
Before joining Trellance, Patti Berry accumulated significant experience in the financial services sector. She worked as an Indirect Lending Loan Analyst at GTE Financial from 2013 to 2019, where she managed loan processing and analysis. Additionally, she briefly served as an Indirect Underwriter at MIDFLORIDA Credit Union in 2019. Her career in finance began at Suncoast Schools Federal Credit Union, where she spent 13 years as a Senior Special Assets Associate from 1999 to 2012.
Career Progression
Patti Berry's career has evolved through various roles within the financial services industry. Starting as a Senior Special Assets Associate at Suncoast Schools Federal Credit Union, she transitioned to roles that focused on lending and underwriting. Her experience includes significant positions at GTE Financial and MIDFLORIDA Credit Union, leading to her current executive assistant role at Trellance.
Location and Professional Environment
Patti Berry is based in Tampa, Florida, where she has worked throughout her career in the financial services industry. Her roles have primarily focused on lending and executive support, contributing to her extensive knowledge of the financial sector in the Tampa/St. Petersburg area.