Assistant Vice President
My focus is on clients getting their needs met in a timely and accurate fashion. I’m always available as a point of contact for whatever servicing is needed. Being a trusted member of your client team is built through understanding and reliance.
Joined Karpus Investment Management in 2012
Previous experience ─ LVW Advisors, Convergent Wealth Advisors, Citi/Smith Barney Consulting Group