Efosa is a Senior Client Operations Associate based in the firm’s Potomac, MD office, and supports the overall client operations team by processing tasks for advisors in the New York office.

Efosa brings several years of experience in banking and financial services, including recent positions as a Financial Solutions Adviser and Relationship Manager at Merrill Lynch and Bank of America, respectively.

Born in Nigeria, Efosa now resides in Virginia after living for several years in Massachusetts. In his spare time, he loves playing soccer and basketball.

Previous Experience

  • Financial Solutions Adviser at Merrill Lynch – Bank of America
  • Relationship Manager at Bank of America
  • Relationship Manager at WSTC Financial Services Ltd.
  • Customer Service at Sterling Bank

Education & Credentials

  • BS, University of Benin – Nigeria, Sociology
  • Series 7 and 66 licenses