Patricia Collantes - ESP Sales Operations Analyst

ESP Sales Operations Analyst



Current location

United States

Work category




An experienced operations management executive, Patricia Collantes spent 15 years with Morgan Stanley-Smith Barney, Inc., in Palo Alto, California. Beginning as an Assistant Operations Manager in 1996, she later served as a Senior Assistant Operations Manager.

During her time with Morgan Stanley-Smith Barney, Patricia Collantes also developed a reputation for effective business development and revenue enhancement. Her ability to identify key marketing initiatives for client-service associates led to more than $1 million in new assets in the first quarter of 2010.

In the area of expense management, Patricia Collantes instituted changes that reduced overtime by 75 percent within six months. She achieved this by improving staff training and creating coaching and mentoring programs. When it became necessary to restructure and reorganize staff after a series of consolidations, she successfully saved the company more than $250,000 while maintaining employee morale.

Patricia Collantes's Professional Experience

2011 - Present
1996 - 2010

Morgan Stanley - Smith Barney, Inc. - Vice President - Senior Complex Service Manager

Managed the operations and business administration of 7 field offices in 3 Bay Area counties. Average annual revenue was $120milllion. Directed staff of 60 with a team of 3 exempt managers. Office was designated as a leader and specialist in the company for corporate equity plan administration and international business.

Patricia Collantes's Education and Qualifications


Bachelor/Degree - Psychology

University of California at Berkeley

Patricia Collantes's Additional Information