Client Service Associate
Garrett works closely with other team members as a liaison between Sage and our custodians, primarily Charles Schwab and Fidelity. In addition, he assists with account administration, provides transactional support to the wealth management teams, and helps refine the firm’s account administration process and capabilities so that the team can deliver exceptional client service.
Garrett graduated with a B.A. in Marketing from Eastern University. Before joining Sage, Garrett spent 10 years in the real estate title industry. He lives in Brookhaven with his wife and son and enjoys Philadelphia sporting events, concerts, and walks in the park with his family and dog.
What inspires you about your job?
I have always had an interest in numbers and finances. I am using these interests at Sage to make a difference in people’s lives. I know that what I do every day is help our team deliver the best possible experience to our clients.
What particular qualities do you have that contribute to the Sage team and client experience?
I have a positive attitude, keen attention to detail, and strong communication skills.