As Analyst, Client Service at NewEdge Wealth, Jack plays a key role in assisting advisors with reporting and building client decks. His analytical skills and attention to detail help ensure clients receive comprehensive and insightful financial reporting.
Jack earned his Bachelor of Science in Criminal Justice from the University of New Haven, followed by a master’s in business administration and holds his Series 7 and Series 66 certifications. Originally from Oviedo, FL, Jack now resides in Fairfield, CT. In his free time, he enjoys watching sports, staying active, and playing golf.