Scott Conger Email & Phone Number
Managing Director, Wealth Adviser @ PJS Investment Management
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Scott Conger Location
- Milwaukee, WI, US
Scott Conger Work
- 2018 -now Managing Director, Wealth Adviser @
- 2016 -2018 Vice President, Senior Manager - Corporate Treasury @
- 2015 -2016 Investment Consultant @ Park Place Capital Management
- 2011 -2015 Senior Vice President and Chief Compliance Officer @ Pennant Management, Inc.
- 2010 -2011 Director, Treasury Analysis @ Stone Pillar Advisors, Ltd
- 2009 -2010 Vice President and Assistant Treasurer @
- 2006 -2009 Vice President, Money Market Products @
- 2002 -2006 Vice President and Treasury Risk Officer @
- 2000 -2002 Conversion Analyst @ Metavante Corporation
- 1999 -2000 Assistant Vice President - Treasury @
- 1996 -1999 Treasury Officer and Senior Treasury Analyst @
- 1992 -1996 Accounting and Treasury Analyst @ Firstar Corporation
Scott Conger Education
- The University of Chicago Booth School of Business
Certified Investment Management Analyst® (CIMA®) Certification Program
2014-2014 - International Capital Markets Association / University of Reading
International Fixed Income and Derivatives Certificate (IFID)
2011-2011 - Concordia University-Wisconsin
Master of Business Administration (MBA) (Finance)
2001-2003 - University of Wisconsin-Milwaukee - School of Business Administration
Bachelor of Business Administration (BBA) (Accounting)
1989-1991 - University of Wisconsin-Madison 1987-1989
Scott Conger Skills
- Portfolio Management
- Risk Management
- Capital Markets
- Banking
- Investment Banking
- Fixed Income
- Investments
- Finance
- Financial Risk
- Equities
- Due Diligence
- Interest Rate Derivatives
- Project Management
- Balance Sheet
- Policy
- Treasury Management
- Balance Sheet Management
- Interest Rate Risk Assessment
- Capital Modeling
- Funding & Liquidity Management
- Profitability Management
- Money Market Instruments
- Policy & Procedure Development
- Derivatives
- Firm Administration
- Fund Administration
- Crisis Management
- 1940 Act Compliance
- Regulatory Compliance
- Closed-end Funds
- Financial Modeling
- Mutual Funds
- Registered Investment Advisor
- Investment Advisor Compliance
- Certified Investment Management Analyst
- Institutional Investments
- Investment Company Act
- Compliance
- Funding and Liquidity Management
- Liquidity Management
- Accounting
- Closed End Funds
- Asset Management
- Policy and Procedure Development
- Microsoft Excel
- Customer Service
- Risk Governance
- Business Analysis
- Corporate Governance
- Leadership
- Treasury
Scott Conger Summary
- Scott Conger, based in Milwaukee, WI, US, is currently a Managing Director, Wealth Adviser at PJS Investment Management. Scott Conger brings experience from previous roles at BMO Harris Bank, Park Place Capital Management, Pennant Management, Inc. and Stone Pillar Advisors, Ltd. Scott Conger holds a 2014 - 2014 Certified Investment Management Analyst® (CIMA®) Certification Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Risk Management, Capital Markets, Banking, Investment Banking and more. Scott Conger has 2 emails and 2 mobile phone numbers on RocketReach.
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Top PJS Investment Management Employees
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Managing Director, Wealth Adviser
Milwaukee, WI, US
Joyce Bielefeld
Client Relationship Manager
Cedarburg, WI, US
Teresa Sigler
Business Development Manager
Milwaukee, WI, US
Brenda Feinberg
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Kelsey Wagner
Wealth Adviser
Cedarburg, WI, US
Devin Goetsch
Client Relationship Associate
Milwaukee, WI, US
Kelly Merten
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