Meet the team

Operations

The operations staff at Firstrust Financial Resources are the backbone of the organization, 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
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Beth Mulford
Client Service Analyst
Lori Niederland
Client Service Analyst
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Erin Wenzel
Chief of Staff to David Fleisher

Alison Watson
Executive Assistant‍‍‍