Scott Balderas's Location
San Diego, CA, US
Scott Balderas's Work
- Senior mgr - Wealth Advisor @ Charles Schwab
- Vice President - Financial Consultant @ Charles Schwab
- Investments Consultant @ Fidelity Investments
- Global Wealth Management Analyst @ Morgan Stanley
- Private Wealth Management Analyst @ Goldman Sachs
Scott Balderas's Education
- University of Utah - David Eccles School of Business
Master of Science (MS) (Finance)
2011 - 2012 - University of Utah - David Eccles School of Business
Bachelor of Applied Science (BASc) (Finance)
2004 - 2007
Scott Balderas's Skills
- Leadership
- Series 63
- Inferential Statistics
- Consulting
- Banking
- Fixed Income
- Bonds
- Corporate Finance
- Insurance
- Valuation
Scott Balderas's Summary
Scott Balderas, based in San Diego, CA, US, is currently a Senior mgr - Wealth Advisor at Charles Schwab, bringing experience from previous roles at Charles Schwab, Fidelity Investments, Morgan Stanley Smith Barney and Goldman Sachs. Scott Balderas holds a 2011 - 2012 Master of Science (MS) in Finance @ University of Utah - David Eccles School of Business. With a robust skill set that includes Leadership, Series 63, Inferential Statistics, Consulting, Banking and more, Scott Balderas contributes valuable insights to the industry. Scott Balderas has 4 emails and 2 mobile phone numbers on RocketReach.
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