William Berkofsky

William Berkofsky is an experienced finance professional currently serving as Vice President and previously as Senior Associate at Guggenheim Partners since June 2014. Prior to that, William worked as a Paraplanner at Financial Principles, LLC, where responsibilities included enhancing client experiences and acting as a liaison between clients and the back office. Earlier roles included New Accounts Specialist and Operations Specialist at E*TRADE Financial, where William managed account openings and transfers while ensuring compliance with regulatory standards. Additional experience includes corporate services at Elsevier, income tax preparation assistance with the IRS VITA Program, and an internship at Ameriprise Financial Services, Inc. William holds a Bachelor's degree in Finance and Political Science from the City University of New York-College of Staten Island and has studied at the American University of Rome.