As an Operations Analyst, I focus on a wide variety of Sequoia’s investment operational functions, including reporting, trading and oversight, tracking, and rebalancing. I work with multiple departments and bring more than 20 years of operations knowledge and leadership into every interaction. I work to increase the efficiency of processes and tasks that streamline workflow and give our advisory team more time to focus on serving our clients.
I am passionate about my work and strive for excellence in all I do. Clients and contacts can expect me to be present, thoughtful, and positive. I consider working with the service teams to deliver on Sequoia’s mission to Enrich Lives™ fulfilling and purposeful. Guiding Sequoia’s clients along the path that leads to the financial future they’ve imagined is the reason Sequoia exists, and the reason I pursue the continual development of my craft.
Professional Accreditations & Education
- Bowling Green State University – Bachelor of Arts in Liberal Studies
- Defiance College – MBOL and MBA in Leadership
- Series 65 registration
- Lives in Westerville, OH
- Enjoys experiencing his kids’ lives, the seasons, reading, and collaborative work
- Joined Sequoia in 2021