SCOTT - FINANCE EXECUTIVE

SKILLS:

• Finance

• Accounting

• ThirdSkill

Manufacturing, Logistics, etc

A senior-level Wealth Management Executive with extensive experience in business development, client acquisition & retention, leadership, and portfolio management, growing AUM by over $150 million year-over-year.

Wealth Management - Regional Managing Director:

• Increasing AUM by over $500 million in 4 years through new clients and additions, marketing, and a network of professional referrals.

• Driving revenue growth to 130% of the firm's target.

• Growing and managing 2 offices with an AUM of over $1.6B.

Multi Family Office - Sr. VP and Client Advisor:

• Developing and maintaining over 40 ultra-high net worth client and fiduciary relationships comprised of individuals, families, trusts, and foundations.

• Developing client acquisition strategies and wealth management plans.

• Increasing AUM by over $600 million in 6 years.

Master of Taxation, Florida International University - Miami, FL

Bachelor of Science in Accounting, University of Florida - Gainesville, FL

Certifications: CPA, CFP, CFA, TEP, Series 7, 63, 65

Systems: Charles River, Money Guide Pro, Fido, Excel (Pivot, Vlookup, Sumif)