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Will is an Associate based in the San Francisco office. He supports all client-related activities and account administration to ensure a successful client experience. Will’s core responsibilities include assisting with asset transfers, preparing investment portfolio reviews, and interfacing with custodians for ongoing account maintenance for clients.
Prior to joining Cerity Partners, Will held the position of Investment Coordinator at CUSO Financial Services at University FCU. In this role, he oversaw operational transactions and activities for a broad range of clients.
In his spare time, Will enjoys sailing and traveling.
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