Geoff was born and raised on the East Coast in Massachusetts. He attended the University of Miami (FL) for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross-country to pursue a change of scenery in San Diego.
Before joining RemoteLink Solutions, Geoff held the positions of Client Service Assoc. & Operations Manager at Ameriprise Financial for 9 years. Some of his daily duties included, managing the staff, cold call recruiting to advisors, handling client escalation calls, office P&L, running a robust marketing calendar and onboarding of advisor’s book of businesses through transition and/or practice acquisitions.
Geoffrey prides himself on the attention to detail, consistent follow-up and elimination of NIGO’s. He is proficient with Docupace, Albridge, NetX360, C2C and Redtail.
Geoff is Series 7 & 66 registered as well as CA Life & Health Agent and CA Notary Public. In his free time, he enjoys playing golf & soccer, watching college football as well as traveling and camping throughout California.