Scott Clayton Email & Phone Number
Director of Wealth Planning Strategy @ BMO
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Scott Clayton Location
- Chicago, IL, US
Scott Clayton Work
- 2021 -now Director of Wealth Planning Strategy @
- 2020 -2021 Wealth Advisor @
- 2016 -2020 Financial Planner @ MassMutual of Illinois
- 2015 -2016 Financial Services Representative @
- 2014 -2015 Senior Associate @
- 2011 -2014 Financial Professional @ AXA Advisors, LLC
- 2009 -2011 President and Founder @
- 2007 -2007 Account Executive @
- 2005 -2006 Director, Business Development and Outreach @
- 2003 -2005 Division Manager Financial Planning and Analysis @
- 2000 -2003 Regional Director @ MedQuist
- 2000 -2000 Regional Director @ Juritas
- 1997 -1999 Senior Marketing Analyst @
- 1991 -1997 Financial Analyst @
Scott Clayton Education
- Northwestern University - Kellogg School of Management
Masters of Management (MBA) (Finance, Marketing, Management & Strategy)
1995-1997 - The Wharton School
B.S. Economics, Concentration Finance (Economics, Finance)
1987-1991 - University of Pennsylvania
B.S. Economics, Concentration Finance (Economics, Finance)
1987-1991 - DeLaSalle Institute
High School
1984-1987
Scott Clayton Skills
- Risk Management
- Project Management
- Budgets
- Strategic Planning
- Leadership
- Strategy
- Strategic Financial
- Accounting
- Corporate Finance
- Program Management
- Project Planning
- Microsoft Office
- Strategic Financial Planning
- Analysis
- Networking
- Finance
- Customer Service
- Business Development
Scott Clayton Summary
- Scott Clayton, based in Chicago, IL, US, is currently a Director of Wealth Planning Strategy at BMO Financial Group. Scott Clayton brings experience from previous roles at Professional Wealth Advisors, LLC, MassMutual of Illinois, MetLife and Polaris Wealth Management. Scott Clayton holds a 1995 - 1997 Masters of Management (MBA) in Finance, Marketing, Management & Strategy @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Risk Management, Project Management, Budgets, Strategic Planning, Leadership and more. Scott Clayton has 2 emails and 1 mobile phone numbers on RocketReach.
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