QUENTIN SEFRIT

As the Asset Management Coordinator, Quentin assists advisors with asset management services including new account openings, transfers, and trading.  He also serves as a resource in a number of other areas such as broker-dealer and trading operations.

Quentin interned at a wealth management firm during his senior year of college. He also worked as a bank teller at a community bank during high school and at a telephone company during the summers while in college. He graduated from Simpson College with a BA in Economics/Finance with minors in Business Analytics and Management.

*Part of Financial Integrators