Scott Krase Email & Phone Number
Wealth Manager @ Connor & Gallagher OneSource
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Scott Krase Location
- Wheaton, IL, US
Scott Krase Work
- 2021 -now Wealth Manager @
- 2016 -now Founder and President @
- 2016 -2016 Financial Advisor @
- 2013 -2015 Vice President @ Keeley Asset Management
- 2001 -2013 Regional Vice President @
- 1999 -2001 Regional Vice President @ Strong Capital Management
- 1997 -1999 Regional Sales Representative @ Scudder Kemper Investments
- 1993 -1998 Senior Account Manager @ Bergen Brunswig Medical Corp
Scott Krase Education
- Quincy University 1989-1993
Scott Krase Skills
- Business Relationship Management
- Mutual Funds
- Alternative Investments
- ETFs
- Investments
- Financial Services
- Hedge Funds
- Financial Advisory
- Portfolio Management
- Wealth Management
- Series 7
- Investment Advisory
- Finance
- Equities
- Securities
- Asset Allocation
- Series 63
- Investment Strategies
- Portfolio Strategies
- Life Insurance
- Asset Strategies
- FINRA
- Trading
- Series 66
- Asset Management
- Series 24
- Uniform Combined State
- Series 65
- Options
- Leadership
- Business Development
- Sales Management
- Sales
- Srtategic Planning
- Defined Contribution
- Qualified Retirement Plans
- Qualified Plans
- Tactical Asset Allocation
- Entrepreneur
- Fixed Income
- Customer Relationship Management
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Management
- Reaserch
- Time Management
- Customer Service
Scott Krase Summary
- Scott Krase, based in Wheaton, IL, US, is currently a Wealth Manager at Connor & Gallagher OneSource. Scott Krase brings experience from previous roles at CrossPoint Wealth, Edward Jones, Keeley Asset Management and ProFund Advisors LLC. Scott Krase holds a 1989 - 1993 Quincy University. With a robust skill set that includes Business Relationship Management, Mutual Funds, Alternative Investments, ETFs, Investments and more. Scott Krase has 2 emails and 2 mobile phone numbers on RocketReach.
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