Patricia Landau

Patricia Landau is a Bates Consulting Expert with more than 30 years of industry knowledge in financial services. In addition to her deep expertise in insurance products/solutions, Patricia also has expertise in product management, operations and governance – as a senior executive working in collaboration with Morgan Stanley’s Executive Leadership Team on the Morgan Stanley Smith Barney conversion and integration.

Patricia served as President of the UBS Financial Services Inc. Insurance Agency and Executive Director for all insurance product offerings. In those roles, Patricia was responsible for the successful implementation and execution of all aspects of running the business, from strategy development to operational efficiencies, to compliance and regulatory matters.

Patricia obtained her undergraduate degree in Economics from Queens College. She also holds Series 7, 24, 63 and 65 securities licenses, as well as life, health, long-term care, disability income and property and casualty licenses.