Patricia Santos
Patricia (Cregan) Santos is an accomplished finance professional serving as Assistant Vice President and Manager of the Revenue Assurance Team within Relationship Excellence at Brown Brothers Harriman & Co. With over a decade at the firm, she has built deep expertise in fee schedules, invoicing, and financial analysis. Patricia is recognized for her strong analytical and problem-solving skills, and her ability to work seamlessly both independently and within teams. She played a key role in developing an automated tool to generate fee schedules and streamline billing setup, reflecting her commitment to efficiency and innovation in financial operations.
Patricia’s career at Brown Brothers Harriman has been marked by steady progression, from Senior Business Analyst to Associate, and now Assistant Vice President. Along the way, she has honed her skills in financial accounting, reporting, and business development, while becoming proficient in tools such as Microsoft Office, Salesforce, Hyperion, and Advantage Fee. Her professional journey demonstrates both her technical expertise and her dedication to supporting high-quality relationship management within the firm.
A graduate of the University of Massachusetts Dartmouth with a bachelor’s degree in Accounting, Patricia combines her academic foundation with practical experience to drive results in complex financial environments. Known for her reliability, attention to detail, and collaborative approach, she continues to make a meaningful impact at Brown Brothers Harriman while mentoring and supporting colleagues along the way.
• University of Massachusetts Dartmouth- Bachelor's
What do you attribute your success to?
I attribute my success to the incredible people I work with and the guidance of a mentor who has supported my growth. My love for math and problem-solving inspired me to pursue this field, and I started my journey as a temp, learning and growing every step of the way.
What’s the best career advice you’ve ever received?
The best career advice I’ve ever received is to put yourself out there, speak up, and voice your opinion. I’ve been fortunate to have a mentor in my current boss, Michael McCormack, whose guidance and support have been invaluable to my growth.
What advice would you give to young women entering your industry?
I would tell young women entering this industry to work hard, put themselves out there, never let anyone silence their voice, be a strong team player, and seize every opportunity that comes their way.
What are the biggest challenges or opportunities in your field right now?
One of the biggest challenges—and opportunities—in my field right now is adapting to and leveraging AI technology effectively.
What values are most important to you in your work and personal life?
The values most important to me in both my work and personal life are teamwork and family.