Vice President, RIA Business Development @ (March 2012 - March 2017)
Regional Vice President of Sales @ FocusPoint Solutions (May 2011 - March 2012)
Vice President, Institutional Sales @ (July 2007 - May 2011)
Manager, AdvisorDirect Referral Program @ (May 2005 - July 2007)
Manager, Relationship Management Team @ TD Waterhouse Institutional Services (March 2000 - April 2005)
Scott Conroy Education
Springfield College
Bachelor of Science
1995-1999
Cardinal Spellman High School 1991-1995
Scott Conroy Skills
Series 7
Retirement Planning
Investments
Series 63
Asset Management
CRM
Financial Reporting
Asset Managment
Solutions
Sales
RIA
Scott Conroy Summary
Scott Conroy, based in Omaha, NE, US, is currently a President, Independent Channel at Carson Group. Scott Conroy brings experience from previous roles at Carson Group, LPL Financial and FocusPoint Solutions. Scott Conroy holds a 1995 - 1999 Bachelor of Science @ Springfield College. With a robust skill set that includes Series 7, Retirement Planning, Investments, Series 63, Asset Management and more. Scott Conroy has 3 emails and 2 mobile phone numbers on RocketReach.
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