Scott Egner Location
- Boston, MA, US
Scott Egner Work
- 2025 - now Partner @
- 2023 - 2025 Managing Director @
- 2021 - 2023 Chief Revenue Officer (CRO) @ LOGICLY
- 2021 - 2021 Fintech and Asset Management Consultant @ -
- 2019 - 2021 Practice Leader, Horizon One @
- 2018 - 2019 Client Strategist @
- 2010 - 2018 Business Development Manager @
- 2009 - 2010 Consultant @ -
- 2007 - 2009 SVP- National Sales Manager @
- 2004 - 2007 Vice President @
- 2002 - 2003 VP @
- 1998 - 2002 Managing Director @ North American Funds/American General asset management
- 1996 - 1999 -- @
- 1996 - 1997 Internal Sales @ Scudder Kemper Investments
- 1987 - 1990 VP @
Scott Egner Education
- Northwestern University - Kellogg School of Management
MBA (Business Administration and Management, General)
- Lake Forest College
Bachelor of Arts (B.A.) (Double major- business and psychology)
- Princeton Day School
HS Diploma
Scott Egner Skills
- Disruptive Technologies
- FinTech
- wealthtech
- Analytical Skills
- Data Analysis
- Financial Analysis
- Business Analysis
- Online Advertising
- New Business Development
- Strategic Planning
- Marketing Strategy
- Sales Management
- High-Impact Sales Presentations
- Investment Advisory
- Investment Strategies
- Asset Managment
- Asset Management
- Series 24
- Strategy
- Asset Allocation
- Business Development
- Public Speaking
- Series 63
- Risk Management
- Management
- Alternative Investments
- Financial Services
- Portfolio Management
- Selling
- Separately Managed Accounts
- Retirement
- Wealth Management
- Mutual Funds
- Series 7
- Leadership
- Hedge Funds
- Investments
- Retirement Planning
- Marketing
- Finance
- Financial Advisory
- 401k
- Morningstar
- Investment Management
- Equities
- ETFs
- Sales
- High Impact Sales Presentations
- Publishing
- Solutions
Scott Egner Summary
- Scott Egner, based in Boston, MA, US, is currently a Partner at Advintro. Scott Egner brings experience from previous roles at Syntax Data, LOGICLY, - and Horizon Investments®. Scott Egner holds a MBA in Business Administration and Management, General @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Disruptive Technologies, FinTech, wealthtech, Analytical Skills, Data Analysis and more. Scott Egner has 3 emails and 2 mobile phone numbers on RocketReach.
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