Bill O’Toole

Bill O'Toole has over 25 years of experience in the financial industry. Bill began their career as a financial analyst at Smith Barney in 1997 and was quickly promoted to section manager. In 1999, they were recruited by the Fishbein Group, a private portfolio management group within Smith Barney, to act as director of client services.

In 2000, Bill joined Archer, an investment management firm, where they have served in various roles including head of operations, supporting all functions related to new accounts, billing, reconciliation, client reporting, and trade support. Bill is currently the senior vice president and senior account executive at Archer.

Bill O'Toole has a certification from Archer in Archer Certified.

Their manager is Matthew M. Caulfield, EVP & Chief Revenue Officer. Bill O’Toole works with and Christina Benoit - Account Executive.