Patricia P. Wood Releases "A Bank's Guide to Implementing a Non-deposit Investment Products Program" Guidebook

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Patricia P. Wood releases her firm's newly authored Guidebook. This Guidebook examines NDIP Program Development from both a regulatory and compliance standpoint.

Patricia P. Wood, President of Bank Broker/Dealer Solutions, LLC releases her newly authored Guidebook. Specifically, it provides financial institutions considering implementing a non-deposit investment services program access to all of the needed regulatory and compliance material in one easy to read guide. The Guidebook is available on Ms. Wood's website:

Ms. Wood, President, of Bank Broker/Dealer Solutions, LLC specializes in providing financial institutions with comprehensive consulting and business services. Ms. Wood maintains her Financial Industry Regulatory Authority ("FINRA") Series 7, 24, 53, 63, 66, Vermont Life Licenses and Certified Trust and Financial Advisor ("CTFA") designation.


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