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Scott Needham Location
Boston, MA, US
Scott Needham Work
2025 -now Sr. Manager, Employee Wealth and Retirement Benefits @
2024 -2025 Sr Client Service Manager - Large and Mega and NFP @
2024 -2024 Manager, Retirement Plan Reporting - Putnam @
2019 -2024 Manager, Retirement Plan Reporting @
2015 -2019 Senior Client Services Manager @
2007 -2015 Investment Officer @
2000 -2007 Retirement Programs Analyst @
Scott Needham Education
University of New Hampshire
Bachelor's degree (Business)
Scott Needham Skills
Equities
Valuation
Project Management
Microsoft Office
Investments
Asset Allocation
Portfolio Performance Analysis
Public Markets
Investment Strategies
Investment Analysis
Non Qualified Deferred Compensation
401k Retirement Savings Plans
Customer Service
Portfolio Management
Defined Benefit
Research
Finance
401 Retirement Savings Plans
Scott Needham Summary
Scott Needham, based in Boston, MA, US, is currently a Sr. Manager, Employee Wealth and Retirement Benefits at BJ's Wholesale Club. Scott Needham brings experience from previous roles at Empower, Franklin Templeton, Putnam Investments and Empower Retirement. Scott Needham holds a Bachelor's degree in Business @ University of New Hampshire. With a robust skill set that includes Equities, Valuation, Project Management, Microsoft Office, Investments and more. Scott Needham has 1 emails on RocketReach.
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