"“That’s how I apply our company motto, ‘Uncomplicate It’, by focusing on the ultimate goal of simplifying the complex for our clients in their financial lives, and to go above and beyond to deliver this level of service.”"
Support Advisor - Client Operations
Flavio joined Coastal Bridge in April 2022 as Support Advisor – Client Operations. In this role*, he is responsible for delivering exceptional service to our clients as a member of the advisory services team.
His extensive and well-rounded experience prior to joining Coastal Bridge includes Client Service Associate at Wealth Enhancement Group; Client Reporting Analyst at Barclays; Financial Data Analyst at Moody’s Investor Services; Investment Analyst at Netplus Capital; and Unit Investment Trust Fund Accountant at The Bank of New York Mellon.
All this experience has given a broad array of skills. He says, “I believe that having a diversified professional background, beginning my career in a back-office capacity and currently in a client-facing role, has allowed me to think outside the box, not limiting myself to a narrow set of solutions when it comes to assisting and providing both services and solutions to our clients. The truth is our clients rely on our expertise. This not only applies to the answers I can provide, but those that come from collaborating with different groups within our firm. That’s how I apply our company motto, ‘Uncomplicate It’. By focusing on the ultimate goal of simplifying the complex for our clients in their financial lives, and to go above and beyond to deliver this level of service.”
Flavio graduated from Northeastern University, with a BA in Economics and a minor in Business Administration. Outside of work, he enjoys spending his time with his wife and their two children.
*This role was formerly called Client Service Associate.