John manages custodial and administrative operations for Toro West clients, overseeing tasks such as account openings, money movement, and day-to-day back-office needs. His career began at Charles Schwab, where he excelled as a portfolio consultant and team leader, specializing in operational efficiency and navigating the Schwab platform effectively. In addition to his role at Toro West, John is also the President of RIA Solutions LLC, which supports financial planners and advisors.
- 8+ Years of Financial Services Experience
- University of Florida, Bachelors of Science
- FINRA Series 10, 63, 7 & 9 Licenses
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