Ethan Scarcella
Texas A&M University Former Student
- Role
- Client Services Associate at Compass Pointe Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ethan Scarcella
Recent graduate in marketing at Mays Business School at Texas A&M University as of…
Experience
Client Services Associate
May 2025 — Present · Houston, TX, US
Manage client communications by phone and email, providing timely scheduling and support- Support client onboarding and account management by coordinating review appointments, processing applications, and maintaining accurate records in CRM systems- Conduct discovery conversations with clients to identify client needs and objectives, and prepare portfolio performance reports and retirement planning materials for advisor presentations.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.