Vice President of Client Strategy @ (October 2025 - April 2026)
Relationship Manager - Wealth and Investment Technologies @ (January 2022 - September 2025)
Sr. Manager - Client Service (Black Diamond) @ (October 2020 - January 2022)
Manager - Client Service (Black Diamond) @ (April 2017 - October 2020)
Team Lead (Black Diamond) @ (November 2014 - April 2017)
Implementation Consultant (Black Diamond) @ (May 2014 - November 2014)
Client Advocate (Black Diamond) @ (July 2012 - April 2014)
Financial Advisor and Relationship Manager @ (July 2005 - July 2012)
Project Manager and Analyst @ (June 1999 - July 2005)
Scott Paster Education
Florida State University
Finance (Psychology)
Scott Paster Skills
Account Management
Analysis
Budgets
Business Development
Business Process
Client Relations
Client Strategy
Customer Service
Employee Benefits
Finance
Financial Advisory
Financial Analysis
Fixed Annuities
Insurance
Investments
Leadership
Loans
Mutual Funds
Operations Consulting
Operations Management
Retirement Planning
Sales
Series 63
Series 7
Six Sigma
Small Business
Software as a Service (SaaS)
Team Building
Team Management
Wealth Management
WealthTech
Marketing
Business Analysis
Process Improvement
Banking
Project Management
Public Speaking
Scott Paster Summary
Scott Paster, based in Florida, United States, is currently a Senior Relationship Manager at Canoe Intelligence. Scott Paster brings experience from previous roles at Ellevate and SS&C Technologies. Scott Paster holds a Finance in Psychology @ Florida State University. With a robust skill set that includes Account Management, Analysis, Budgets, Business Development, Business Process and more. Scott Paster has 1 emails and 1 mobile phone numbers on RocketReach.
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