Director of Operations
Monica Herrera - Director of Operations of Patriot Wealth Management. A graduate of California State University, Long Beach in 1992 with a degree in Finance and a minor in Spanish. Monica has over 25 years of experience in the financial industry. She has been with Patriot Wealth Management since 2009. She manages the daily operations of the office and her duties include client service, establishing new accounts and monitoring transactions. Monica is a Notary Public and speaks Spanish fluently.
Monica is married with a son and a daughter and enjoys her free time traveling and spending time with her family.