As a Client Service Associate at Northeast Private Client Group, Mitchell’s responsibilities include preparing investment applications, providing services to plan participants and trustees, and managing the setup and transition process. He has been working in the financial services industry for over 4 years, and before that, he worked in corporate debt restructuring.
What motivates him is creating win-win solutions for people, and he loves working with his team to provide top-quality services for their client base. Mitchell obtained his Bachelor of Science in Business Management and Entrepreneurship from Kean University, and he is also licensed to produce life insurance in the state of New Jersey.
When it comes to his job, Mitchell most enjoys working with his team. The team always develops new and efficient ways to solve tasks, and he finds that to be incredibly rewarding. The greatest value Mitchell believes he provides clients is making sure that the paperwork for their future plans is handled properly. He specializes in investment processing, and he always strives to make sure clients feel confident about their investments.
Mitchell currently lives in Woodland Park, New Jersey, and he is very close with his family. His parents and two younger brothers enjoy spending time together, and they push Mitchell to provide the best for others. In his free time, Mitchell enjoys reading, working out, and going to the beach.