Scott Harvey Email & Phone Number
Client Management Consultant @ CAPTRUST
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Scott Harvey Location
- New York, NY, US
Scott Harvey Work
- Client Management Consultant @ (January 2025 - Present)
- Client Management Specialist @ (December 2018 - January 2025)
- Non Qualified Plan Services Lead @ (September 2017 - November 2018)
- Financial Associate II High Engagement @ (February 2016 - September 2017)
- Financial Associate 1 Defined Contribution @ (June 2013 - February 2016)
- VP of Education of Capital City Toastmasters Club @ (July 2015 - June 2017)
- President of Capital City Toastmasters Club @ (July 2014 - June 2015)
- Senior in Charge Counselor and Sailing Instructor Camp Sea Gull @ (May 2007 - August 2007)
Scott Harvey Education
- Rhodes College
BA (Business Administration)
- Ravenscroft School
Scott Harvey Skills
- Analysis
- Microsoft Office
- Leadership
- Public Speaking
- Negotiation
- Microsoft Word
- Retail
- Sales
- Marketing
- Forecasting
- Market Research
- Time Management
- Insurance
- Budgets
- Camp
- Quicken
- Investments
- Team Building
- New Business Development
- Financial Analysis
- Direct Sales
- Accounting
- Microsoft Excel
- Sailing
- Marketing Strategy
- Management
- Strategic Planning
- Cold Calling
- SEA
- Financial Reporting
- Finance
- Customer Service
- Business Development
- PowerPoint
- Event Management
- Statistics
- Shipping
- Business Administration
- Leadership Experience
- Plants
- Bloomberg
- Seagull
- Securities
- Lake Homes
- Investment Advisory
- Strategy
- Retirement Planning
- Operations
- Pricing
- Project Management
- Series 7
- Financial Markets
- Fleet
- International Management
- Football
- Case Studies
- International Finance
- Financial Statements
- Market
- Shares
- Foreign Exchange
- Cost Accounting
- Six Sigma
- Detail
- Simulations
- Variables
- Financial Services
- Footwear
- Interest Rates
- Pepsi
- Managerial Economics
- Basketball
- Mutual Funds
- Project
- Financial Data
- Reports
- Fixed Income
- Stocks
- Business Ethics
- Retirement
- Wealth Management
- Financial Accounting
- Macroeconomics
- Series 63
- Summit
- International Trade
- Dividends
- Macro
Scott Harvey Summary
- Scott Harvey, based in New York, NY, US, is currently a Client Management Consultant at CAPTRUST. Scott Harvey brings experience from previous roles at CAPTRUST and Fidelity Investments. Scott Harvey holds a BA in Business Administration @ Rhodes College. With a robust skill set that includes Analysis, Microsoft Office, Leadership, Public Speaking, Negotiation and more. Scott Harvey has 2 emails and 10 mobile phone numbers on RocketReach.
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