JAMES WOOD
Client Service Associate

 

I joined Livian & Co. in November of 2019 as a Client Service Associate. I am responsible for preparing portfolio and administrative reports, servicing and communicating with clients, and loading and executing trades. I earned a B.S. in Business Administration along with a minor in Economics and Accounting from Misericordia University, where I also played on the Men’s Varsity Lacrosse team.

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