Providing excellent service for unique clients and situations is very rewarding.
Jim has been in the financial service industry since 2015 and serves as a Client Service Specialist on the operations team out of our Pittsburgh office. Jim works with our team of advisors and operations staff to provide efficient and timely assistance with day-to-day requests including opening new accounts, initiating transfers, fulfilling money movement requests and general account maintenance.
Jim lives in Mount Washington with his wife and their dog, Lily. He enjoys playing golf, boardgames, going to concerts, and riding his motorcycle.
B.S Criminal Justice – University of Pittsburgh
Paralegal Certification – Duquesne University
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