Gianni’s mission is to make client onboarding, account management, and reviews as seamless and enjoyable as possible for Azura Wealth clients. He is passionate about streamlining processes and creating efficiencies, and he is always willing to help solve any problem. Gianni graduated cum laude from Stevens Institute of Technology with a Bachelor of Science degree in Finance.
Education and Credentials:
- Bachelor of Science degree in Finance from Stevens Institute of Technology
- Securities Industry Essentials Exam (SIE)
- Series 63 and 65 licenses
- Health and life insurance license
- Actively pursuing his series 7 license