JAMES WOOD

My favorite quote is:

“If You Are Working On Something That You Really Care About, You Don’t Have To Be Pushed. The Vision Pulls You.”

               

                          -Steve Jobs

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.