Shai serves as a Client Service Associate at Crusonia Wealth, where he works closely with clients to support their financial planning needs and deliver a high level of personalized service. Prior to joining Crusonia, he worked as a Financial Service Representative at Charles Schwab, assisting high-net-worth clients with account servicing, investment-related requests, and portfolio analysis.
Shai earned his Bachelor of Arts in Economics and International Studies from American University in Washington, D.C. His passion for personal finance and helping others build long-term financial security inspired him to pursue a career in wealth management, with the goal of becoming a trusted financial advisor.
Outside of the office, Shai enjoys cooking, hiking, snowboarding, traveling, and studying languages and world cultures.
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