Stephen St.claire

Stephen St.Claire is a Senior Onboarding Manager at VISTRA, bringing a wealth of experience from previous roles such as Team Coordinator - Client Onboarding at Cambridge Associates and Team Leader, Operations - EDI at Sentinel Benefits & Financial Group. With a Bachelor of Science in Finance from Suffolk University, Stephen has a strong background in financial services and has excelled in roles such as Onboarding Specialist, Senior Advisory Services Associate, and Wealth Management Assistant/Intern at companies like Merrill Lynch. Stephen's expertise lies in client onboarding, investment planning, and financial analysis.