CPWA®, Senior Vice President - Wealth Management, Senior Portfolio Manager @ (January 2012 - September 2022)
CPWA®, First Vice President, Portfolio Manager @ (September 2006 - January 2012)
Vice President, Financial Advisor @ (January 1994 - August 2006)
Scott Hartman Education
University of Illinois at Urbana-Champaign
Bachelor of Science (Finance)
1991-1993
Scott Hartman Skills
Banking
Financial Reporting
Leadership
Series 7
Asset Allocation
Real Estate Economics
Twill
Bloomberg
Scott Hartman Summary
Scott Hartman, based in Northbrook, IL, US, is currently a Financial Advisor, Portfolio Management Director, Senior Vice President at Morgan Stanley. Scott Hartman brings experience from previous roles at UBS Financial Services, Inc., Morgan Stanley and H&R Block Financial Advisors. Scott Hartman holds a 1991 - 1993 Bachelor of Science in Finance @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Banking, Financial Reporting, Leadership, Series 7, Asset Allocation and more. Scott Hartman has 3 emails and 3 mobile phone numbers on RocketReach.
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