Current Role and Professional Background:
As Client Service Specialist, Cameron serves as the primary point of contact for operational support with our Financial Advisory Team. He plays a key role in delivering an exceptional client experience, focusing on initial client onboarding, account maintenance and paperwork, client data maintenance and reporting. Prior to joining Goodman Financial, Cameron spent four years with a wealth management firm as a Client Service Associate and Operations Manager.
Bachelor of Science in Business Administration, Project Management, Liberty University, 2015