Kira Scott Email & Phone Number
Private Wealth Manager @ Creative Planning
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Kira Scott Location
- Austin, TX, US
Kira Scott Work
- Private Wealth Manager @ (April 2024 - Present)
- Wealth Management Service Advisor @ (June 2023 - April 2024)
- Wealth Management Associate @ (February 2020 - June 2023)
- Relationship Manager @ Columbia Pacific Wealth Management (January 2019 - December 2019)
- Relationship Manager @ Mission Hill Advisors (October 2018 - December 2018)
- Director of Client Experience @ Integrated Wealth Strategies (June 2016 - July 2018)
- Senior Associate, Institutional Client Services @ (December 2008 - September 2015)
- Investor Relations Consultant @ (June 2007 - December 2008)
- Investor Relations Intern @ (May 2006 - May 2007)
- Finance Peer Advisor @ (August 2006 - May 2007)
- Investment Group Assistant @ (November 2002 - July 2005)
- Equity Research Associate @ (March 2000 - August 2002)
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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