Stocke will oversee fi360’s long-term financial management
activities. She also will serve as a key member of the company’s business
strategy team, working to uncover and carry out a range of new business initiatives
Stocke has more than 20 years of financial management experience, with a focus on business development, acquisitions and transactional work. Most recently, she was the CFO of Management Science Associates Inc., a multinational corporation. Before that, she worked for Coach USA as controller.
Stocke graduated summa cum laude with a BSBA from Robert Morris University.
“As fi360 continues to broaden our suite of
products and services, and the range of financial advisers and investment
fiduciaries we serve, Patty’s financial expertise will be key in guiding the
company’s future success,” said Blaine Aikin, chief executive of fi360.
fi360 is an organization for fiduciary education, investment analytics and support services for financial professionals.