Scott Drown Email & Phone Number
Managing Director, Operations @ Regency Wealth Management
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Scott Drown Location
- New York, NY, US
Scott Drown Work
- Managing Director, Operations @ (May 2026 - Present)
- Alternative Products Operations Specialist @ (June 2025 - May 2026)
- Executive Director of Advisor Solutions - Bleakley Financial Group @ (August 2024 - March 2025)
- Director of Operations @ (August 2023 - August 2024)
- Director, Operations @ (May 2022 - October 2023)
Scott Drown Education
- Rutgers University
BA (Economics)
1996-1999 - West Morris Central HS 1991-1995
Scott Drown Skills
- Portfolio Management
- Trading
- Technology Integration
- Investments
- Asset Allocation
- Account Management
- Advising Clients
- Alternative Investments
- Anti-Money Laundering
- Asset Management
- Attention to Detail
- Business Development
- Business Process Improvement
- Business Relationship Management
- Business Strategy
- Capital Markets
- Client Onboarding
- Client Relations
- Client Services
- Coaching
- Coaching & Mentoring
- Communication
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service Management
- Customer Support
- Due Diligence
- Employee Training
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Management
- Financial Markets
- Financial Planning
- Financial Services
- Financial Systems
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Growth Strategies
- Hedge Funds
- IT Strategy
- Institutional Investments
- Interpersonal Skills
- Investment Management
- Investment Management Industry
- Investment Performance
- Investment Strategies
- Investor Reporting
- Key Performance Indicators
- Leadership
- Leadership Development
- Management Consulting
- Microsoft Excel
- Microsoft Office
- Negotiation
- Operational Excellence
- Operations
- Operations Management
- Organization Skills
- Organizational Leadership
- People Management
- Performance Metrics
- Planning Software
- Portfolio Managers
- Portfolio Performance Analysis
- Presentations
- Private Credit
- Private Equity
- Private Wealth Management
- Problem Solving
- Program Development
- Project Management
- Project Management Software
- Project Planning
- Sales
- Salesforce.com
- Soft Skills
- Staff Development
- Strategic Initiatives
- Strategic Thinking
- Strategic Vision
- Strategy
- Strategy Execution
- Supervisory Skills
- Talent Management
- Team Building
- Team Leadership
- Team Management
- Teamwork
- Time Management
- Training
- Transaction Advisory
- Transition Management
- Trusting Relationships
- Wealth Accumulation
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Written Communication
Scott Drown Summary
- Scott Drown, based in New York, NY, US, is currently a Managing Director, Operations at Regency Wealth Management. Scott Drown brings experience from previous roles at Lord, Abbett & Co. LLC, Bleakley Financial Group and Beacon Pointe. Scott Drown holds a 1996 - 1999 BA in Economics @ Rutgers University. With a robust skill set that includes Portfolio Management, Trading, Technology Integration, Investments, Asset Allocation and more. Scott Drown has 2 emails and 1 mobile phone numbers on RocketReach.
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