Registered Client Service Associate
Series 7 and 66 registrations
Experience: 28 years
Education: Associate in Accounting, A.W. Beattie Technical
Specialty Areas: Overseeing all aspects of client relationships, including account management, trading and distributions.
“Whether they need to transfer money, execute a trade or simply have a question about their account, I handle every request with efficiency and care to ensure that every experience a client has with us is great.”