INVESTOR SERVICES REP.
Direct: (845) 875-6527
Jodi Barna is an Investors Services Representative at Gary Goldberg Financial Services (“GGFS”).
With over 20 years of experience in the financial services industry, Ms. Barna brings diversified knowledge and experience to the GGFS team. Throughout her long and successful career, Ms. Barna has held many different positions in the financial services industry and has been responsible for a broad spectrum of duties. Areas that Ms. Barna has been responsible for include regulatory compliance, internal audit, due diligence, reconciliation for performance reporting and client interaction. Ms. Barna has also been responsible for the oversight of capital markets for IPO’s and secondary transactions to ensure that all regulatory mandates were adhered to.
Currently, Ms. Barna provides a multitude of services including the on-boarding of new clients, conducting consistent due diligence assessments that will ensure that GGFS investors are well positioned to meet their investment goals and daily client interaction. She currently holds her SIE, Series 7, Series 65 and Series 63 FINRA licenses.
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