One of my top priorities is ensuring our clients receive a level of service that matches their high expectations. My years of experience in customer service have taught me that understanding each client’s unique needs and taking the steps to help meet those needs are the foundation of a great relationship. I also have a special interest in investment due diligence and portfolio management. As a member of Sequoia’s Investment Committee, I’m able to increase my knowledge of portfolio holdings to help match each client’s diverse needs. I am also one of the portfolio managers of the Sequoia Select Value stock portfolio.
Professional Accreditations & Education
- Acquired the Series 7 and 66 registrations (inactive)
- University of South Florida, BGS with a business concentration
- Lives in Lutz, Florida, with his wife and two children
- Loves playing sports including running, golf and ultimate frisbee
- Joined Sequoia in 2012