Sr. Client Success Manager
T is a Sr. Client Success Manager at Facet Wealth. T brings just over 3.5 years of experience in Wealth Management, all of which were spent at Personal Capital. During his years at Personal Capital, he spent time in sales and portfolio management. He enjoys blending his experience and curiosity to help clients reach their goals personally, professionally, and financially.
Education: Gustavus Adolphus College (BA)
"In the end, it's not the years in your life that count. It's the life in your years." -Abraham Lincoln
Get to know T
If you were a crayon, what color would you be?
What's your favorite movie?
The Social Network
If you could visit anywhere in the world you've never been, where would you go?
Lake Como, Italy
If you could be an animal, which would you be?