Client Service Associate
As a Client Service Associate in Sequoia’s Institutional Services, my role is to assist Financial Advisors as they utilize our Prudent Expert System™ to help assure total plan governance for each client. This includes preparing paperwork or educational materials for participant and fiduciary meetings, or supporting our Financial Advisors as they conduct platform reviews to help ensure each client’s fees are in line with industry standards. I seek to provide Financial Advisors with the information to assist clients in choosing a knowledgeable solution. My educational background and professional experience have provided me with the skills I need to support Financial Advisors as they assist clients across the entire spectrum of Institutional Services.
Professional Accreditations/Education
- Ohio University, B.B.A. with a concentration in finance and accounting, cum laude
- ASPPA’s Retirement Plan Fundamentals (RPF) Certificate
Up Close
- Enjoys cooking and spending time with his fiancé
- Is an enthusiast of Cleveland sports and enjoys playing tennis, golf and racquetball
- Lives in North Royalton
- Joined Sequoia in 2011