Senior Registered Client Associate with over 27 years of dedicated service and experience. Increased client acquisition for brokers as well as running their business. Knowledgeable in all aspects of the financial services industry such as but not limited to, Retirement plans, Trust and ...more

Senior Registered Client Associate with over 27 years of dedicated service and experience. Increased client acquisition for brokers as well as running their business. Knowledgeable in all aspects of the financial services industry such as but not limited to, Retirement plans, Trust and Estates, Wire Transfers, Currency Conversions and Order Entriesless