Favorite quote: Trust the process. –Joel Embiid
Jesse assists with operational duties such as uploading documents into the client database, assisting in the preparation of Marshall & Sterling Investment Committee meetings, and general servicing of client accounts.
Jesse received a B.S. in Business with a concentration in Finance and an M.B.A. with a concentration in Finance, both from the New Jersey Institute of Technology. He holds securities registrations for Series 7 and 66, and is licensed in Life, Accident & Health Insurance.
In the financial industry since 2018, Jesse developed a passion for the financial services industry while at the New Jersey Institute of Technology. He feels fortunate to have been given an opportunity to continue learning and developing his skills and capabilities in this field as part of the Marshall & Sterling Wealth Advisors’ team.
When not working, Jesse enjoys baseball and is an avid fan of the New York Yankees. He also enjoys spending time with family and friends, fishing, golfing and managing his fantasy football teams. He is proud to have served as a two-year captain of Division-1 NJIT baseball team, where he received ASUN Spring Winners for Life, 1st Team All-ASUN conference, and All-Academic Honors in 2018.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.