Curt leads the Cashiering team, which assists advisors in completing account transactions, including check deposit, wire transfers, electronic bank deposits, and tax documentation. Under Curt's leadership, the team has doubled and is responsible for thousands of money movement transactions each month. Curt and the team communicate consistently with the advisors and work to handle all advisor inquiries as quickly and efficiently as possible.
Curt started his career in financial services and worked at TD Bank and State Street before joining TradePMR. Originally from the Midwest, Curt and his family live in Gainesville, Florida, where he spends his free time attending his children's numerous sporting events.