Liam O'Toole Email
Client Service Associate @ Winthrop Wealth
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Liam O'Toole Location
- Boston, MA, US
Liam O'Toole Work
- Client Service Associate @ (July 2026 - Present)
- Alumni Board - Member @ (May 2024 - Present)
- Shareholder Services Associate @ (June 2024 - July 2026)
- Associate @ (June 2022 - June 2024)
- Intern @ (May 2021 - May 2022)
- President @ (May 2020 - May 2021)
- Vice President and Co-Founder @ (December 2019 - May 2020)
- Waitstaff @ (February 2017 - August 2020)
Liam O'Toole Education
- Suffolk University - Sawyer Business School
Bachelor's degree (Finance, General)
2018-2022 - Medfield Senior High School
High School Diploma (Varsity Football, Varsity Baseball, Senior Ambassador, Prom Committee)
2014-2018
Liam O'Toole Skills
- Communication
- Teamwork
- Leadership
- Organization Skills
- Time Management
- Written Communication
- Public Speaking
- Motivation
- Tenacious Work Ethic
- Customer Service
- Customer Satisfaction
- Deadline Oriented
- Active Listening
- Results oriented
Liam O'Toole Summary
- Liam O'Toole, based in Boston, MA, US, is currently a Client Service Associate at Winthrop Wealth. Liam O'Toole brings experience from previous roles at Suffolk Finance & Investing Club, GMO, Lightship Wealth Strategies, Inc. and Commonwealth Financial Network. Liam O'Toole holds a 2018 - 2022 Bachelor's degree in Finance, General @ Suffolk University - Sawyer Business School. With a robust skill set that includes Communication, Teamwork, Leadership, Organization Skills, Time Management and more. Liam O'Toole has 2 emails on RocketReach.
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Top Winthrop Wealth Employees
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Richard st. Onge
Chief Compliance Officer, Wealth Advisor
Boston, MA, US
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Daniel Castle
Director, Advanced Planning
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Senior Client Service Associate
Boston, MA, US
Joseph Anastasi
Investment Operations Analyst
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
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Bellevue, WA, US
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