CoverProfile

Patrice Bening

Wealth Advisor

Morton Wealth

United States, California, Agoura Hills

About Me

Patrice Bening started her career in banking at Bank of America while earning her degree in business administration and finance at California State University, Northridge. During the 10 years she spent at Bank of America, she held a variety of positions – from business banker, to relationship client manager, to branch manager, working in diverse markets across the Westside, beach communities and Conejo Valley. Patrice’s latest role was as the Vice President and Branch Manager of the Santa Monica branch for OneWest Bank, a locally based California bank.

Profile Information

Wealth Advisor

Morton Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Agoura Hills

California

United States

Oct 14, 2024

Work Experience

Morton Wealth

Wealth Advisor
Jun 2022 - Present
Email: pbening@mortonwealth.com

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