Jeffrey Scott Email & Phone Number

General Manager - Strategic Accounts @ The Berwyn Group

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Jeffrey Scott Location

Minneapolis, MN, US

Jeffrey Scott Work

2026 -now General Manager - Strategic Accounts @
2018 -2026 Founder @
2022 -2026 Customer Success Leader - Wealth @
2018 -2024 Founder @ M.E. & I Fitness and Performance
2021 -2022 Senior Business Advisor - Retirement @
2015 -2018 Relationship Manager, Institutional Relationships @
2014 -2015 Vice President, Business Development - Financial Wellness @
2011 -2013 Senior Manager, Relationship Management @
2004 -2010 Vice President, Relationship Management @
2001 -2003 Client Management @ Rogers Financial Group
1997 -2001 Relationship Manager @
1996 -1997 Investment Communications Specialist @ National City Bank - MN
1992 -1996 Financial Advisor @
1990 -1991 Claims Representative @

Jeffrey Scott Education

St. Cloud State University
B.A.

Jeffrey Scott Skills

Defined Benefit
Defined Contribution
401k
Retirement
Series 7
Mutual Funds
Series 63
Investments
Relationship Management
Pensions
Series 6
Retirement Planning
Financial Services
ERISA
Asset Managment
Business Development
Portfolio Management
CRM
FINRA
Financial Advisory
Investment Advisory
Securities
Asset Allocation
Employee Benefits
Wealth Management
Finance
Leadership
Business Relationship Management
Customer Relationship Management (CRM)
401(k) Retirement Savings Plans
Asset Management
Positioning
Customer Relationship Management Crm
Fiduciary
Consulting
Market
Prospects
Strategist
Nasd
Insurance
Vulnerability
Customer Retention
Cost
Intermediary
50M
Executive Positions
Full Service
Buyers
Third Party
Police
Dynamics
Plan Reviews
Assessment
New Service
Advantages
Management
Revenue
Insurance Planning
Airlines
American Express
Committees
Stand Alone
Human Resources
Execution
Seminars
Profit
Settlement
Cross Selling
Customer Satisfaction
Business Services
Healthcare
401K Retirement Savings Plans
Strategy
Actuarial Consulting
Cultivate
Agreement
Sold
Strategies
Target Audience
New Business Development
Employee Training
Solution
Conferences
System Monitoring
Investigation
Service Delivery
Chicago
Analysis
Trust Services
Combination
P&L
Trusted Advisor
Economics
Intellectual Capital
C
RFP
Moving
Thought Leadership
General Mills
Legislative Relations
Business Expansion
Fidelity
Client Services
Communication
Concessions
New Clients
Advertising
Strategic Planning
Commercial Banking
Regulatory Requirements
Suite
Operations
Summaries
Breaking
Mid Size
Social Influence
Automobile
Sales Presentations
Key Relationships
Cloud Computing
Presentations
Suitability
LinkedIn
Pricing
Responsibility
Internal Audit
Falls Church
Customer Experience
Minneapolis
Regulations
Sales Process
Retaining
Long Term Customer Relationships
Investment Vehicles
Investment Education
Portfolio
Educational Programs
Account Management
Profitability Improvement
Reviews
Explore
Claim
Compliance
Investment Communications
Business Planning
Relationship Building
Decision Making
Treasury
Competitive Landscape
Business Strategy
Risk
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 Accounts 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. @ 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.