As Vice President of Client Service, Benny relies on his 10 years of Financial Services Industry experience. His focus within the firm is to execute on the client experience we’ve set forth when delivering ongoing service and operations.
Prior to joining Keebeck, Benny served as an integral part of the Pershing Advisor Solutions Operations & Support Team, focused on Registered Investment Advisory Firms in the Ultra High Net Worth client segment. In his capacity, he executed on firms day-to-day needs as well as complex wealth management resolutions. With the experience obtained at Pershing Advisor Solutions, Benny comes with the insight gained by working with different advisor and client needs, along with the ability to resolve complex scenarios for the benefit of our clients. Benny began his career at Charles Schwab & Co. where he was able to quickly gather industry licensing and managing direct client engagements for both Affluent and Institutional Clients.
Benny graduated from the University of Central Florida with a Bachelor of Science in Business Administration with concentration in Finance, and is currently pursuing his Master of Business Administration at the University of Central Florida with a target Graduation of 2022.