Martin is responsible for overseeing and managing the custodial platforms and CRM system. As the team lead on our custodians, Martin is responsible for new account openings, account maintenance, and client service processes. Lastly, Martin assists the Compliance Department with reviews and fillings, and oversight of satellite offices.
Martin and his wife Michelle have two daughters, Summer and Haley. They currently live in Old Lyme, CT.
Education & Certifications
Old Saybrook High School
Series 7, 66, 4, 24 & 53, FINRA licenses
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