Gene began his financial services career over 30 years ago and is excited about his current role at Excelsior as the National Director of Operations.  Most recently, Gene held the position of Branch Manager for the Arizona Market at Baird. His commitment to continuous improvement and staying abreast of the industry’s best practices has not only kept the organizations he has worked for at the forefront of operational excellence but has earned him a reputation as a forward thinking and results-driven leader.  Gene is passionate about developing strong relationships with associates and industry partners to best serve those he works with.  Originally from Cleveland, Ohio.  Gene has an MBA from Cleveland State University and holds a Series 7, 66, 9, 10, and 24 securities registrations.