Scott Caulfield Email & Phone Number
Vice President- Senior Advisor Consultant @ Franklin Templeton
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Scott Caulfield Location
- United States
Scott Caulfield Work
- Vice President- Senior Advisor Consultant @ (April 2025 - Present)
- Senior Internal Sales Executive @ (December 2021 - April 2025)
- Trading Risk Manager @ (August 2020 - October 2021)
- Director, Risk Management @ (October 2018 - November 2019)
- Policies, Controls and Risk Management @ Charles Schwab Investment Management (March 2012 - October 2018)
- Senior Manager, Trading @ Charles Schwab Investment Advisory (January 2006 - March 2012)
- Equity Trader @ Insight Capital Research & Management (February 2004 - January 2006)
- Client Services Associate @ Insight Capital Research & Management (October 2003 - February 2004)
- Internal Wholesaler @ (October 2001 - March 2003)
- Associate-Corporate and Venture Services @ Prudential Volpe Technology Group (March 2000 - June 2001)
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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