Kevin Scott Email & Phone Number
Executive Director @ JPMorgan Chase & Co.
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Kevin Scott Location
- New York, NY, US
Kevin Scott Work
- 2026 -now Executive Director @
- 2015 -2026 Vice President @
- 2014 -2015 Investment Management - Manager @
- 2011 -2014 ETF Wholesaler @
- 2009 -2011 Financial Advisor @
Kevin Scott Education
- Kansas State University
Master of Science - MS (Graduate Certificate of Financial Therapy Graduate Certificate of Advanced Financial Planning)
2020-2022 - Duke University - The Fuqua School of Business
Master of Business Administration - MBA
2016-2017 - Wake Forest University
Financial Planning Program
2012-2013 - Wake Forest University
BS (Calloway School of Business)
2005-2009 - University of Pennsylvania - The Wharton School
CIMA® (Certified Investment Management Analyst® Program)
- The American College of Financial Services
ChFC® (Chartered Financial Consultant® Program)
- The University of Chicago Booth School of Business
CPWA® (Certified Private Wealth Advisor® Program)
Kevin Scott Skills
- Portfolio Management
- Finance
- Sales Management
- Financial Reporting
- Leadership
- Alternative Investments
- Estate Planning
- Social Security
- Portfolio Optimization
- International Business
- Cross Cultural Communication Skills
- Public Speaking
- High Impact Sales Presentations
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Closed End Funds
- Capital Markets
- Investments
- Business Development
- Series 66
- Asset Allocation
- Investment Advisory
- Asset Protection
- Wealth Management
- Equities
- Mutual Funds
- Uniform Combined State Law
- Microsoft Office
- High Net Worth Individuals
- ChFC
- Investment Strategies
- Bloomberg Terminal
- Global Cross Functional Team Leadership
- Marketing
- Asset Management
- Separately Managed Accounts
- Leadership Development
- Certified Financial Planner
- Customer Service
- Holistic Financial Planning
- Management
- Personal Finance
- ETFs
- Due Diligence
- Cross Cultural Teams
- Series 7
- Investment Management
- CIMA
Kevin Scott Summary
- Kevin Scott, based in New York, NY, US, is currently a Executive Director at JPMorganChase. Kevin Scott brings experience from previous roles at State Street Investment Management, USAA, BlackRock and Edward Jones. Kevin Scott holds a 2020 - 2022 Master of Science - MS in Graduate Certificate of Financial Therapy Graduate Certificate of Advanced Financial Planning @ Kansas State University. With a robust skill set that includes Portfolio Management, Finance, Sales Management, Financial Reporting, Leadership and more. Kevin Scott has 6 emails and 6 mobile phone numbers on RocketReach.
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