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Patricia Koetzner has a strong background in equity sales and trading. Patricia began their career as a Nasdaq Trader at gruntal & Co in 1998, and later joined Neuberger Berman in 2000 in the same position. In 2002, they became a Vice President at Aegis Capital, and then moved to Barclays Capital in 2004 in the same role. Patricia continued their career advancement and became the Head of Equity Sales & Trading and a Managing Director at CastleOak Securities, L.P. in 2011. Currently, they hold the position of Managing Director of Equity Sales & Trading at Siebert Williams Shank, where they have been since 2015.

From 1989 to 1993, Patricia Koetzner attended the University of Maine, where they earned a Bachelor of Science degree in Public Administration.