William Gargano

Investment Reporting Analyst

William Gargano possesses extensive experience in financial services and retail. Initially, William interned at Sherwin-Williams Paints, where responsibilities included customer outreach, competitor analysis, and managing customer accounts. Following this, a position as a Sales Associate involved handling store procedures and customer assistance. William progressed to Commonwealth Financial Network as a Team Lead for New Accounts, focusing on training, advisor support, and account maintenance functions. Currently serving as an Investment Reporting Analyst at Advisor360°, William continues to leverage skills in investment reporting and analysis. William holds a Bachelor of Arts in Organizational Communication from Assumption College.

Location

Waltham, United States

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