Head of US Individual Investors and Retirement Plan Services @ (July 2016 - August 2019)
Board Member @ Summit Maryland (July 2019 - Present)
Head of US Financial Intermediary Distribution Unit @ (April 2011 - July 2016)
President-US Retirement Services @ (May 2003 - March 2010)
President-US Retirement Services @ Scudder Stevens & Clark (January 1992 - January 2003)
Employee Benefit Representative @ (May 1988 - June 1992)
Scott David Education
Miami University
Bachelor of Science (Marketing)
1984-1988
Scott David Skills
Mutual Funds
401k
Series 7
Series 63
Retirement
Asset Allocation
Asset Managment
Investments
Series 6
Retirement Planning
Wealth Management
Series 24
Investment Advisory
Pensions
Alternative Investments
Asset Management
Defined Benefit
Defined Contribution
Employee Benefits
Financial Services
Portfolio Management
Relationship Management
Business Relationship Management
401(k) Retirement Savings Plans
Financial Advisory
Sales
Marketing
Investment Management
Pricing Strategy
Board of Directors
Wealth Management Services
Management
Scott David Summary
Scott David, based in Baltimore, MD, US, is currently a Chief Executive Officer at PCS Retirement. Scott David brings experience from previous roles at Vault.co, Nextcapital Group, vault.co and Resupply. Scott David holds a 1984 - 1988 Bachelor of Science in Marketing @ Miami University. With a robust skill set that includes Mutual Funds, 401k, Series 7, Series 63, Retirement and more. Scott David has 1 emails and 1 mobile phone numbers on RocketReach.
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