Client Service Administrator
I have worked in logistics and marketing for ten years. I am excited to be working in the family business and eager to learn all I can. I have always looked up to Jimmy and his ability to think with numbers. I feel I am privileged to learn from him. I am studying for my securities exams and life insurance license. I hope to have my Securities Industry Essentials(SIE), Series 7, 66 and 63 by the end of this year. My duties as the Client Service Administrator are to handle all the logistics of the paperwork as it relates to setting up accounts, including the maintenance as far as address changes, beneficiary changes, bank information changes as well as changes to the monthly contributions or distributions for each our client's accounts.
I live in Clearwater Florida with my wife Ruby, our son Hiro and our daughter Opal.