Patricia Gooch

Patricia Gooch General Information

Biography

Ms. Patricia Gooch serves as Principal, Investment Administration, and Director of Client Service at Northside Capital Management. Before joining Northside, she was a generalist salesperson on the Institutional Fixed Income Sales desk of Sutro & Company, a San Francisco investment bank. Her early career in the securities industry included work for Citicorp Securities on its San Francisco Money Market Sales desk, Lehman Brothers, on its San Francisco Institutional Fixed Income Sales Desk, with an emphasis on mortgage backed securities and corporate bonds, and Salomon Smith Barney as a Sales Assistant on the Institutional Fixed Income Sales desk, ultimately being promoted to a bond salesperson. She began her career in retail banking at Bank of America as a Teller in one of the banks higher volume retail branches. Within two years she was chosen to work on the bank's pilot program which moved all client service calls out of the branches to a centralized service center. This pilot program became the model for the bank's client service. Before leaving the bank, she had management responsibility for 20+ Customer Service Representatives, which involved their training and development in product knowledge and operation procedures. She graduated with honors from Dominican University of California with a Bachelor of Science in Business Administration, and a minor in Psychology. She oversees all issues concerning client related matters, ensuring that all are handled smoothly and efficiently. This includes direct interaction with clients related to their investment portfolio, liquidity needs, investment rebalancing and tracking, year-end tax planning, investment reporting analytics, tracking of alternative investments, and interaction with the many accountants, custodians, asset managers and administrators. She is based in our Hood River, Oregon office.