Jack is a 40-year veteran in the financial services industry. He is the Business Unit Leader for Level Four – Houston and is the Managing Director of the Level Four International Wealth Services division. He began his career at Merrill Lynch in 1984 and over his 20 years with Merrill Lynch gained experience in business development, operations, technology, finance and accounting, and compliance. Jack has worked extensively with both domestic and international Wealth Advisors helping them meet the needs of high-net worth individuals, families and corporations. Most recently Jack served as the Chief Operating Officer of Global Financial Services, LLC in Houston, TX that focused on working with high-net worth and ultra-high-net worth clients in Latin America. Prior to that Jack was Senior Vice President of Wealth Management for Sanders Morris Harris Inc. helping independent wealth managers expand their practices, enhance product offerings, and develop sound practice management strategies. Jack has also held the position of Chief Compliance Officer, Director of Operations and Anti-Money Laundering Officer during his career. Jack graduated Cum Laude with Bachelor of Science degrees in Finance and Marketing from LaSalle University in Philadelphia. He holds the Series 4, 7, 9, 10, 24, 31, 53, 63, 65, 87 licenses.