Scott Polter Email & Phone Number
Vice President of Operations @ National Philanthropic Trust
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Scott Polter Location
- Jamison, PA, US
Scott Polter Work
- 2025 -now Vice President of Operations @
- now Director of Trading Operations and Investment Compliance @
- 2022 -2025 Director of Trading Operations and Investment Compliance @
- 2019 -2021 Director of Operations and Client Success @ RobustWealth
- now Director of Operations and Client Success @ RobustWealth
- 2013 -2019 Chief Operating Officer and Chief Compliance Officer @ McQueen, Ball & Associates
- now Chief Operating Officer and Chief Compliance Officer @ McQueen, Ball & Associates
- now Director Of Operations @
- 2007 -2012 Director Of Operations @
Scott Polter Education
- Fox School of Business at Temple University
Bachelor of Business Administration (BBA) (Finance)
- The American College of Financial Services
Master of Science in Management (MSM) (Organizational Leadership)
Scott Polter Skills
- Wealth Management
- Portfolio Management
- Banking
- Strategic Leadership
- Relationship Management
- Planned Giving
- Public Speaking
- Family Office
- Regulatory Compliance
- Philanthropy
- Investment Management
- Multi Generational Wealth Transfer
- Team Building
- Practice Management
- Client Relations
- Investment Performance
- Human Resources
- Cybersecurity
- Compliance Oversight
- Business Development
- Client Services
- Broker Dealer Operations
- Strategic Planning
- Investment Advisory
- Risk Management
- Technology Integration
- Investment Operations
- Business Process Improvement
- Project Management
- Product Development
- Organizational Leadership
- Marketing Strategy
- GIPS Compliance
Scott Polter Summary
- Scott Polter, based in Jamison, PA, US, is currently a Vice President of Operations at National Philanthropic Trust. Scott Polter brings experience from previous roles at National Philanthropic Trust and RobustWealth. Scott Polter holds a Bachelor of Business Administration (BBA) in Finance @ Fox School of Business at Temple University. With a robust skill set that includes Wealth Management, Portfolio Management, Banking, Strategic Leadership, Relationship Management and more. Scott Polter has 3 emails and 1 mobile phone numbers on RocketReach.
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Scott Polter
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