J. Scott Email & Phone Number
Senior Bequests Specialist @ Wounded Warrior Project
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J. Scott Location
- Jacksonville, FL, US
J. Scott Work
- 2023 -now Senior Bequests Specialist @
- 2017 -2023 VP and Senior Trust Officer @
- 2016 -2017 AVP and Senior Fiduciary Administrator - ILIT @
- 2013 -2016 VP and Trust Officer @
- 2012 -2013 Center Trust Advisor and VP @
- 2010 -2012 Team Trust Administrator @
- 2008 -2010 Center Trust Advisor and AVP @
- 2001 -2008 Trust Advisor @
- 2000 -2001 Trust Advisor @
- 1998 -2000 Associate Planned Giving Director @
- 1996 -1998 Restricted Stock Transfer Coordinator @
- 1991 -1996 Associate Trust Business Developement Officer @
- 1982 -1991 Various Bank Positions @
J. Scott Education
- The Institute of Certified Bankers
Certified Trust & Fiducuary Advisor (CTFA)
2012-2012 - ABA - National Graduate Trust School Level II 2012-2012
- ABA - National Graduate Trust School Level I 2002-2002
- Campbell University
(Southeastern Trust School)
1996-1996 - Florida Atlantic University
B.A. (English)
1990-1994 - Cannon Financial Institute
(Personal Trust Sales)
1991-1992 - Broward College
A (Liberal )
1980-1983
J. Scott Skills
- Account Administration
- Trust Management
- Risk Management
- Legal Research
- Writing
- Client Relationship Building
- Team Oriented
- Project Coordination
- Investment Strategies
- Estate Planning
- Real Estate Investor
- Planned Giving
- Charitable Trusts
- Vocal Performance
- Public Speaking
- Volunteer Coordination
- Historic Preservation
- Dog Training
- Dog Rescue
- Trust Services
- Banking
- Wealth Management
- CRM
- Leadership
- Relationship Management
- Asset Allocation
- High Net Worth Individuals
- Wealth Management Services
- Retirement Planning
- Investment Management
- Singing
- Volunteer Management
- Investments
- Team-oriented
J. Scott Summary
- J. Scott, based in Jacksonville, FL, US, is currently a Senior Bequests Specialist at Wounded Warrior Project. J. Scott brings experience from previous roles at Bank of America Private Bank, Wells Fargo, U.S. Trust and SunTrust Bank. J. Scott holds a 2012 - 2012 Certified Trust & Fiducuary Advisor (CTFA) @ The Institute of Certified Bankers. With a robust skill set that includes Account Administration, Trust Management, Risk Management, Legal Research, Writing and more. J. Scott has 2 emails and 1 mobile phone numbers on RocketReach.
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