Scot Smith Email & Phone Number
Supervising Principal and Registered Assistant @ Osaic
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Scot Smith Location
- Dallas, TX, US
Scot Smith Work
- Supervising Principal and Registered Assistant @ Osaic (January 2013 - Present)
- Investment Advisor Representative and General Securities Principal @ (June 2012 - Present)
- Director of Marketing and Information Systems @ (January 2011 - Present)
- Motorsports Marketing Manager @ (January 2007 - January 2011)
- Regional Scion Manager @ (January 2004 - January 2007)
Scot Smith Education
- Rochester Institute of Technology
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1986-1990 - North Warren Regional High School 1982-1986
Scot Smith Skills
- Account Management
- Account Rebalancing
- Advertising
- Analysis
- Business Development
- Business Planning
- Business Strategy
- CRM
- Client Relations
- Client Retention
- Communication Skills
- Compliance Management
- Effective Issue Resolution
- Financial Advisory
- Investment Advisory Services
- Investment Transactions
- Investments
- Management
- Marketing
- Persuasive Negotiations
- Portfolio Management
- Product Marketing
- Retirement
- Sales & Marketing
- Series 24
- Series 7
- Strategic Planning
- Team Building
- Team Leadership
- Training
- Wealth Management
- money movement requests
- submission of correspondence
Scot Smith Summary
- Scot Smith, based in Dallas, TX, US, is currently a Supervising Principal and Registered Assistant at Osaic. Scot Smith brings experience from previous roles at Flathers Wealth Management and Toyota North America. Scot Smith holds a 1986 - 1990 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ Rochester Institute of Technology. With a robust skill set that includes Account Management, Account Rebalancing, Advertising, Analysis, Business Development and more. Scot Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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