Client Associate
Giancarlo focuses on client service and administration, as well as assisting with marketing and investment research. He is a 11 year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Giancarlo has developed a unique skill set that ensures his success in problem-solving and fulfilling clients' administrative needs. He is a graduate of Montclair State University. Giancarlo lives in Morris Plains, NJ, with his wife and 3 boys.
Education
Client Associate
Giancarlo focuses on client service and administration, as well as assisting with marketing and investment research. He is a 11 year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Giancarlo has developed a unique skill set that ensures his success in problem-solving and fulfilling clients' administrative needs. He is a graduate of Montclair State University. Giancarlo lives in Morris Plains, NJ, with his wife and 3 boys.
Education