Scott Heath Email & Phone Number
Managing Director-Investments - Branch Manager, PIM Portfolio Manager @ Wells Fargo Advisors
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Scott Heath Location
- South Carolina, United States
Scott Heath Work
- Managing Director-Investments - Branch Manager, PIM Portfolio Manager @ (January 2018 - Present)
- First Vice President - Investments and PIM Portfolio Manager @ (September 2015 - Present)
- Financial Advisor @ (October 2006 - September 2015)
- Chief Financial Officer @ Young Office (January 1999 - January 2006)
- Acquisition Specialist @ United Road Services (January 1997 - January 1999)
- Chief Financial Officer @ Palmetto Textiles (July 1994 - January 1997)
- Controller @ Atlanta Market Center (January 1984 - January 1994)
- Special Assistant to Chairman @ (January 1980 - January 1984)
Scott Heath Education
- Wofford College
BA (Economics - Accounting)
1976-1980
Scott Heath Skills
- Finance
- Customer Service
- Financial Planning
- Financial Analysis
- Insurance
- Investments
- Microsoft Excel
- Marketing
- Mergers
- Portfolio Management
- Loans
- Mergers & Acquisitions
- Leadership
- Retirement Planning
- New Business Development
- Wealth Management
- Sales
- Strategic Planning
- Strategic Financial Planning
- Microsoft Office
- Research
- Mergers and Acquisitions
- Investment Planning
Scott Heath Summary
- Scott Heath, based in South Carolina, United States, is currently a Managing Director-Investments - Branch Manager, PIM Portfolio Manager at Wells Fargo Advisors. Scott Heath brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Young Office and United Road Services. Scott Heath holds a 1976 - 1980 BA in Economics - Accounting @ Wofford College. With a robust skill set that includes Finance, Customer Service, Financial Planning, Financial Analysis, Insurance and more. Scott Heath has 2 emails and 1 mobile phone numbers on RocketReach.
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