“The only mistake in life is the lesson not learned.” -Albert Einstein
As the Director of Investment Operations/Trading at Beauport financial Services, I am responsible for our portfolio management, ensuring the efficient and accurate processing of investment transactions, and the implementation of operational strategies across the firm.
I joined Beauport Financial Services in 2008 and have over 20 years of experience in the industry. I currently hold his FINRA series 6, 7, and 63 registrations.
Away From the Office
I am an active member in the north share community where I live with my wife and two children.