I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis.
Day-to-day, I am focused on providing internal and external stakeholders with timely and transparent information and facilitating the often logistically complex implementation of our clients’ plans. Aside from handling operational duties, I also have a hand in developing and providing proactive communications to our clients as well as planning and executing many of our client and team events.
Education
- In 2006, I graduated from St. John Fisher College – Rochester, NY where I earned a bachelor’s degree in Economics with a concentration in Finance.
- I am a 2002 graduate of Binghamton HS – Binghamton, NY.
Designations
- I hold a Series 7, 66 and NYS Life, Health & Disability Insurance Licenses.
Out Of The Office
I live in Fairport with my wife Shelly and my two daughters, Everly and Josephine. Outside of work, I stay busy playing hockey, riding bikes and spending as much time as possible on Cayuga lake during the summers.