With a strong background in customer service within the finance industry, Jack applies his growing experience to his role as an Investment Operations Specialist. A Bay Area native, Jack previously held positions at First Republic Private Wealth Bank and Morgan Stanley.
He credits to dedication to his clients and his work ethic to growing up in the family restaurant business. Having performed “nearly every job possible” in his family’s Berkeley restaurant not only provided him with a passion for good food, but also an appreciation of the team effort it takes to delivering great service.
In his spare time, Jack enjoys being active and outdoors and can often be seen mountain biking with friends and family.
Bachelor of Business Administration (BBA), Business Administration and Management, San Francisco State University