Background
Nicholas Totaro, CTP®, Director, joined SCM in 2016 and has industry experience since 2016. Nick is an Institutional Client Strategist responsible for overseeing SCM's consultant relations strategy. Since joining SCM, Nick has served in multiple roles, including RFP & Consultant Database Manager and Senior Client Service Analyst with a focus on institutional and intermediary client strategy. Prior to SCM, he was a tax reporting analyst at Wells Fargo Securities. Nick received his B.S. in Accounting and Finance from Florida State University and holds the Certified Treasury Professional® designation.
Area of Focus
- Consultant Relations
Previous Experience
- Wells Fargo Securities
Education
- B.S. in Accounting and Finance from Florida State University
Affiliations & Professional Licenses
- Certified Treasury Professional
