Serge Dutko

Serge Dutko is a seasoned Planning Consultant at Simplicity Group since January 2022, specializing in client service, financial holdings analysis, and investment proposal generation. Previous experience includes a role as a Client Analyst at Goldman Sachs Ayco Personal Financial Management from April 2017 to July 2020, where responsibilities involved managing investments and tax-related processes, and overseeing high-grade loan facilities. Prior to that, Serge served as an Insurance Manager at Summit Financial Resources, Inc. from June 2015 to April 2017, managing the insurance product lifecycle and analyzing proposals. Additional roles included Substitute Teacher at Haledon Public School and Financial Technology Consultant at William Paterson University, where Serge assisted students with financial research software. Early work experience includes a cashier position at FoodTown. Serge holds a Bachelor's degree in Financial Planning and Services from William Paterson University of New Jersey.