William Scola

Registered Client Service Associate @Stifel Financial Corp.

Boston, MA, US

As a Registered Client Service Associate, I support the advisors in the Boston office to make sure their clients are receiving the best service possible. My responsibilities range from placing trades as directed by the clients and/or their advisor to maintaining client’s accounts, and assisting with money movement transactions. Furthermore, my responsibilities will grow as I attain more skills, and depending on where the team needs me. As I grow my skillset and gain exposure to wealth management, I will gain the knowledge necessary to work towards becoming an advisor in the long term.

Trinity College-Hartford

Bachelor's degree, Economics