Our Operations Team

The operations staff at Firstrust Financial Resources are tasked with ensuring smooth transactions and efficient processes. They handle tasks such as trade settlement, account maintenance, and regulatory compliance with precision and attention to detail. Their diligence helps maintain the integrity and reliability of the company's operations, crucial for delivering quality services to clients and stakeholders.

Russel Colosi

VP, Operations & Finance

David Brain

Advanced Insurance Strategies

James Frank

Financial & Wealth Transfer Planning
CA License #0E45795

Lisa Barbieri

Client Service Analyst

Nancy Capuano

Client Service Analyst

Christina DiEgidio

Executive Assistant

Steph Gajari

Executive Assistant

Sheena Garetson

Client Service Analyst

Madison Lane

Executive Assistant

Beth Mulford

Client Service Analyst

Lori Niederland

Client Service Analyst

Alison Watson

Executive Assistant‍‍‍

Erin Wenzel

Chief of Staff to David Fleisher