With over a decade of experience in the financial services industry, Justin has established a robust expertise and a strong track record in various financial sectors. Holding an array of licenses including Series 7, Series 24, Series 79, Series 6, and Series 63, Justin is well-equipped to navigate the complex landscape of financial regulations and compliance.
In his current role as Director of Operations and Sales, Justin spearheads the strategic development and execution of operational efficiencies, while also driving the sales efforts to foster significant growth and client engagement. Known for exceptional leadership and an analytical mindset, Justin consistently delivers outstanding results, ensuring the team achieves and exceeds set objectives.
Prior to this role, Justin served in Wealth Management at a major financial institution, where the focus was on providing tailored financial advice and wealth management solutions to high-net-worth clients. This experience has honed a deep understanding of client needs and financial planning strategies, making Justin a trusted advisor in the field.
With a commitment to excellence and a passion for financial services, Justin continues to contribute to the industry, leveraging extensive knowledge and skills to drive success and innovation.