Expertise: Process analyst, CRM enthusiast, and energetic problem solver who “solves the unsolvable.”
Serves clients to the highest degree: Enjoys creating processes that drive efficiency and provide an outstanding client experience.
Acquired wisdom: More than 10 years of experience working for both boutique and large RIA firms focusing on complex challenges.
Aspires to: Be the next ‘Samurai Gourmet’ when he retires.
Finds balance: Perfecting his 10K run on the weekends, while listening to Def Leppard and The Rolling Stones.
Fun Fact: Former art student who had dreams of becoming a Cartoonist/Animator for Disney.