Patrice B. Shute, The Haverford Trust Company

Patrice B. Shute

Vice President & Director of Client Service

Ms. Patrice Shute joined Haverford in 2014 and has more than 30 years of experience in the financial services industry. As Vice President & Director of Client Service, Patrice identifies best practices in client satisfaction and oversees the implementation of a variety of tools for her team to provide highly personalized client care.

Contact Information

610.995.8790

Certifications & Education

B.A., Villanova University

FINRA Series 7, 24, 63 and 65

Previous Experience

Vice President of Portfolio Operations
Nuveen Investments

Vice President of Advisor Consulting Services
Nuveen Investments

Investment Officer
Rittenhouse Financial Services