Pat Russo

888.430.1555 x7017
Compliance Associate

Pat joined the IAA compliance team on a part-time basis in June 2015. Her primary responsibilities are to
process monthly compliance files, including the trade blotter, and review new account paperwork on a
quarterly basis to confirm compliance with industry regulations.

Pat retired from a career in education prior to relocating to Charlotte. She received a degree in
secondary education from Gwynned Mercy University in Gwynned Valley, PA, and spent the next 20
years instructing children in the Philadelphia area as an English teacher. Pat continues to educate local
youth as an SAT prep coach.

Originally from Lansdale, PA, Pat now resides close to her son in the Ballantyne area of Charlotte, NC.
Outside of work, she enjoys traveling, reading and spending time with her grandchildren.

Integrity. Transparency. Choice.