Client Service Associate
As a Client Service Associate, Deion assists clients with a wide variety of requests. Whether it is opening an account or completing a transfer, Deion strives to provide an outstanding client experience from start to finish.
Deion is a graduate of the University of California, Berkeley where he studied Political Economy and was an Offensive Lineman for the football team. After graduating, he worked at Bank of America, Merrill Lynch, and then Ultimus Private Fund Solutions. He is passionate about client advisory, investment research, and helping others.
Deion grew up in the Greater Philadelphia area and enjoys sports and music. He played the cello and piano growing up and is currently learning how to DJ.