Jeffrey Scott Email & Phone Number

General Manager - Strategic Partnerships @ The Berwyn Group

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Jeffrey Scott Location

Minneapolis, MN, US

Jeffrey Scott Work

General Manager - Strategic Partnerships @ (March 2026 - Present)
Founder @ (June 2018 - March 2026)
Customer Success Leader - Wealth @ (October 2022 - February 2026)
Founder @ M.E. & I Fitness and Performance (September 2018 - November 2024)
Senior Business Advisor - Retirement @ (May 2021 - October 2022)
Relationship Manager, Institutional Relationships @ (April 2015 - June 2018)
Vice President, Business Development - Financial Wellness @ (February 2014 - April 2015)
Senior Manager, Relationship Management @ (December 2011 - August 2013)
Vice President, Relationship Management @ (February 2004 - November 2010)
Client Management @ Rogers Financial Group (November 2001 - February 2003)
Relationship Manager @ (December 1997 - January 2001)
Investment Communications Specialist @ National City Bank - MN (December 1996 - December 1997)
Financial Advisor @ (January 1992 - November 1996)
Claims Representative @ (June 1990 - November 1991)

Jeffrey Scott Education

St. Cloud State University
B.A. (Economics)

Jeffrey Scott Skills

Defined Benefit
Defined Contribution
401k
Retirement
Series 7
Mutual Funds
Series 63
Investments
Relationship Management
Pensions
Series 6
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ERISA
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CRM
FINRA
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Employee Benefits
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Leadership
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401(k) Retirement Savings Plans
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Positioning
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Nasd
Insurance
Vulnerability
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Intermediary
50M
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Buyers
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Airlines
American Express
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Chicago
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C
RFP
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Minneapolis
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Meetings
Templates
Mergers and Acquisitions
Delivery
Negative
Evaluation
Customer Relationship Management
401 Retirement Savings Plans
Team Building
Sales
Coaching
Public Speaking
Customer Service
Emotional Intelligence

Jeffrey Scott Summary

Jeffrey Scott, based in Minneapolis, MN, US, is currently a General Manager - Strategic Partnerships at The Berwyn Group. Jeffrey Scott brings experience from previous roles at Jeffrey Scott, LLC, Alight Solutions, M.E. & I Fitness and Performance and Alerus. Jeffrey Scott holds a B.A. in Economics @ St. Cloud State University. With a robust skill set that includes Defined Benefit, Defined Contribution, 401k, Retirement, Series 7 and more. Jeffrey Scott has 2 emails and 2 mobile phone numbers on RocketReach.