Case Design Associate
As a Case Design Associate, Joey is responsible for providing technical support for the sales and policy service operations, working closely with the Case Design Team and Client Relationship Managers. In his role, he supports the Producers in analyzing insurance portfolio performance for suitability and proposes enhancements or changes to ensure the plan continues to meet long-term objectives. He performs all analysis under his commitment to the firm’s guiding principles of helping reduce risk through exceptional service. Joey lives in Natick, MA with his wife and daughter, where he can typically be found cooking in the kitchen or watching Jeopardy.