My role at Broadridge Financial Solutions, Inc.:
Since joining Broadridge in March 2012, I have put my 19-years of transfer agency experience overseeing operational and technology teams to good use in the ongoing development of our Transfer Agency business. As Vice President, Service Delivery, I’m responsible for business strategy, sales engineering, new client transitions, and data management. Additionally, I am an active participant in multiple industry associations at a national and chapter level.
Why a Member of SSA:
I joined the SSA in 2018, after hearing extremely positive feedback about it from my industry peers and learning about the unique role it plays in bringing together so many different parts of the industry. The organization offers a wide variety resources, educational webinars and events that have enabled me to stay on top of topical issues and broaden my areas of expertise. Most importantly being an SSA member enables me to stay connected with peers and clients.
A Little about Me:
I live in Northeast New Jersey with my wife and two kids. I met my beautiful wife Julianne at my first job out of college, and we have been happily married for more than 22 years. We have a son, age 18, and a daughter, age 15, who keep us busy with their school and social activities including varsity lacrosse and competitive cheerleading. As a family, we volunteer and fundraise for Type 1 Diabetes organizations and the Special Olympics of New Jersey.
When not working, I enjoy spending time with family and friends, fishing, skiing, snowboarding, and relaxing on the beautiful Jersey shore.