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.

Patrice Bening
Wealth Advisor
Morton Wealth
United States, California, Agoura Hills
About Me
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
Keylinks
More profiles to browse
JS
Joe Seetoo
Partner, Senior Vice President & Wealth Advisor
Eric Selter
Partner, Executive Vice President & Wealth Advisor
Paul McDonald
Wealth Advisor
JS
Jeff Sarti
Chief Executive Officer
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc