Rohail joined the team of James Sullivan II and A.J. Amato in October 2023 as a Client Services Associate. He is responsible for assisting with the development of comprehensive financial plans, investment research, and providing high quality customer service.
Rohail graduated from Florida State University with a B.S. in Economics with a Secondary Focus in Sociology. He found his way back to the Capital Region in order to be closer to his family. From 2020-2023, Rohail worked at New York Life/New York Life Securities as a Financial Services Professional. Rohail’s education and work experience, combined with his personable approach, make him an ideal candidate to help service and grow the practice.
In the future, Rohail will directly assist clients as they work towards achieving their financial goals and is currently pursuing the Series 7 and 66 securities registrations.
Rohail enjoys spending time with his family and friends. He is an avid football fan and loves to stay active playing sports and exercising. Rohail also has a passion for Real Estate Investing and likes to stay busy with side projects when he isn’t busy focusing on his career.