Specialty
Jay supports a variety of client service and operational functions at AC Family Office, including account openings and maintenance, account transfers, money movement, and alternative investment processing. He is detail-oriented and works closely with clients and advisors to help ensure accurate and efficient service.
Years of Experience
10+ Years
Designations
University of Washington, B.A. in Politics, Philosophy & Economics
Designations & Licenses
FINRA Securities Industry Essentials (SIE)
Notable Information
- Previously experience includes: Client Relationship Consultant – U.S. Bank
- Exploring Walt Disney World with my husband is a cherished tradition for us, as we delight in the enchanting atmosphere and unforgettable moments it offers. It also brings back memories of her time at Disney when graduated from Le Cordon Bleu Orlando Culinary Academy Suma Cum Laude and worked as a baker.
- Working out with my husband is a shared commitment to staying active and maintaining a healthy lifestyle, which strengthens our bond and promotes overall well-being.
Contact
Client Service Associate
Direct & Text: 813.343.8000
