Scott Jones Email & Phone Number
VP - Institutional Relationship Manager @ iM Global Partner
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Scott Jones Location
- Walnut Creek, CA, US
Scott Jones Work
- 2021 -now VP - Institutional Relationship Manager @
- 2021 -now VP - Institutional Relationship Manager @
- 2010 -2021 Director Institutional Relationships @ Litman/Gregory Asset Management
- 2004 -2009 VP, Relationship Management @
- 1994 -2004 Key Accounts @
Scott Jones Education
- Penn State University
(Poli Sci, History)
Scott Jones Skills
- Investments
- Mutual Funds
- Annuities
- Marketing Strategy
- Consultative Selling
- Customer Relations
- Sales Management
- Series 63
- Strategic Planning
- Public Speaking
- Customer Service
- Series 6
- Relationship Management
- Asset Allocation
- Retirement
- Alternative Investments
- Investment Advisory
- Credit
- Key Account Management
- Business Development
- Leadership
- Portfolio Management
- Management
Scott Jones Summary
- Scott Jones, based in Walnut Creek, CA, US, is currently a VP - Institutional Relationship Manager at iM Global Partner. Scott Jones brings experience from previous roles at iM Global Partner, Litman/Gregory Asset Management, Lincoln Financial Distributors and PLANCO. Scott Jones holds a Penn State University. With a robust skill set that includes Investments, Mutual Funds, Annuities, Marketing Strategy, Consultative Selling and more. Scott Jones has 3 emails and 1 mobile phone numbers on RocketReach.
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