Kira Scott Email & Phone Number
Private Wealth Manager @ Creative Planning
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Kira Scott Location
- Austin, TX, US
Kira Scott Work
- 2024 -now Private Wealth Manager @
- 2023 -2024 Wealth Management Service Advisor @
- 2020 -2023 Wealth Management Associate @
- 2019 -2019 Relationship Manager @ Columbia Pacific Wealth Management
- 2018 -2018 Relationship Manager @ Mission Hill Advisors
- 2016 -2018 Director of Client Experience @ Integrated Wealth Strategies
- 2008 -2015 Senior Associate, Institutional Client Services @
- 2007 -2008 Investor Relations Consultant @
- 2006 -2007 Investor Relations Intern @
- 2006 -2007 Finance Peer Advisor @
- 2002 -2005 Investment Group Assistant @
- 2000 -2002 Equity Research Associate @
Kira Scott Education
- Rice University
MBA (B.A., Economics)
- The University of Texas at Austin - The Red McCombs School of Business
(MBA)
Kira Scott Skills
- Business Strategy
- PMP
- Project Management
- Management
- Finance
- Mutual Funds
- Capital Markets
- Strategy
- Business Development
- Financial Services
- Financial Modeling
- Client Service
- Asset Allocation
- Cross-functional Team Leadership
- Analysis
- Financial Analysis
- Investments
- Partner Management
- Communication
- Relationship Management
- Consulting
- Social Media
- Sales
- Cross Functional Team Leadership
- Customer Service
- Research
- PowerPoint
Kira Scott Summary
- Kira Scott, based in Austin, TX, US, is currently a Private Wealth Manager at Creative Planning. Kira Scott brings experience from previous roles at Maxwell Locke & Ritter LLP, Columbia Pacific Wealth Management and Mission Hill Advisors. Kira Scott holds a MBA in B.A., Economics @ Rice University. With a robust skill set that includes Business Strategy, PMP, Project Management, Management, Finance and more. Kira Scott has 2 emails and 1 mobile phone numbers on RocketReach.
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