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William Stofer Location
Irving, TX, US
William Stofer Work
2022 -now Process and Control Manager for Family Office Services at Fidelity Investments @
2017 -now Series 9 and 10 Specialist Family Office @
2015 -now Wire Risk Specialist @
2015 -2015 Branch Central Money Movement Rep @
2014 -2015 Retirement Specialist @
2013 -2014 Financial Representative, Series 7 and 63 @
2013 -2013 Business Development Intern @
2009 -2012 Tennis Instructor Supervisor @
William Stofer Education
The University of Dallas
Bachelor of Arts (B.A.) (Business Leadership)
2009-2013
William Stofer Skills
Event Planning
Leadership
Microsoft Office
Management
Microsoft Word
PowerPoint
Social Media
Market Research
Microsoft Excel
Research
Public Speaking
Business Development
Finance
Customer Service
Analysis
William Stofer Summary
William Stofer, based in Irving, TX, US, is currently a Process and Control Manager for Family Office Services at Fidelity Investments at Fidelity Investments. William Stofer brings experience from previous roles at Fidelity Investments. William Stofer holds a 2009 - 2013 Bachelor of Arts (B.A.) in Business Leadership @ The University of Dallas. With a robust skill set that includes Event Planning, Leadership, Microsoft Office, Management, Microsoft Word and more. William Stofer has 1 emails on RocketReach.
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