2015 -2018 Vice President, Business Development and Client Portfolio Manager @
2007 -2014 Regional Vice President and Wholesaler @
2000 -2007 Regional Vice President and Wholesaler @
1997 -2000 Internal Wholesaler @
Scott Clementi Education
University of California, Santa Cruz
Andover High School
Scott Clementi Skills
Financial Services
Mutual Funds
Public Speaking
Separately Managed Accounts
Series 63
Series 7
Asset Allocation
Alternative Investments
SMA
Series 65
Asset Managment
Investments
Investment Strategies
Investment Management
Fixed Income
401k
Equities
Scott Clementi Summary
Scott Clementi, based in Tampa, FL, US, is currently a Financial Advisor at Oxford Advisory Group. Scott Clementi brings experience from previous roles at Camarda Wealth Advisory Group, Fisher Investments and Voya Investment Management. Scott Clementi holds a University of California, Santa Cruz. With a robust skill set that includes Financial Services, Mutual Funds, Public Speaking, Separately Managed Accounts, Series 63 and more. Scott Clementi has 2 emails and 1 mobile phone numbers on RocketReach.
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