Jody Cullinane
Director of Client Relations
DELIVERING EXCEPTIONAL CLIENT SERVICE ...
Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.
Experience
- Specializes in strengthening client relationships
- Over 25 years of experience in private wealth management and financial services
- Provides guidance to clients in retirement, asset allocation, financial planning and investing
Education
- Bachelor of Science in Business Administration, Merrimack College
Professional
- Licensed Financial Consultant
- Investment Advisor Representative (Series 66)