Scott Caulfield Email & Phone Number
Vice President- Senior Advisor Consultant @ Franklin Templeton
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Scott Caulfield Location
- United States
Scott Caulfield Work
- 2025 -now Vice President- Senior Advisor Consultant @
- 2021 -2025 Senior Internal Sales Executive @
- 2020 -2021 Trading Risk Manager @
- 2018 -2019 Director, Risk Management @
- 2012 -2018 Policies, Controls and Risk Management @ Charles Schwab Investment Management
- 2006 -2012 Senior Manager, Trading @ Charles Schwab Investment Advisory
- 2004 -2006 Equity Trader @ Insight Capital Research & Management
- 2003 -2004 Client Services Associate @ Insight Capital Research & Management
- 2001 -2003 Internal Wholesaler @
- 2000 -2001 Associate-Corporate and Venture Services @ Prudential Volpe Technology Group
Scott Caulfield Education
- University of Massachusetts, Amherst
Bachelor of Science
1993-1996 - Boston College 1992-1993
- Cushing Academy
Scott Caulfield Skills
- Investments
- Mutual Funds
- Asset Managment
- Series 7
- Alternative Investments
- Equity Trading
- Trade Compliance
- Wrap Accounts
- ETFs
- RIAs
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Investment Advisory
- Securities
- Trading
- Investment Management
- Wealth Management
- FINRA
- Hedge Funds
- Fixed Income
- Bloomberg
- Trading Systems
- Options
- Asset Management
- Equities
- Series 63
- Management
- Financial Services
Scott Caulfield Summary
- Scott Caulfield, based in United States, is currently a Vice President- Senior Advisor Consultant at Franklin Templeton. Scott Caulfield brings experience from previous roles at Franklin Templeton, AssetMark, E*TRADE Advisor Services and Charles Schwab Investment Management. Scott Caulfield holds a 1993 - 1996 Bachelor of Science @ University of Massachusetts, Amherst. With a robust skill set that includes Investments, Mutual Funds, Asset Managment, Series 7, Alternative Investments and more. Scott Caulfield has 2 emails and 1 mobile phone numbers on RocketReach.
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