Scott Poulin Email & Phone Number
SVP and Senior Wealth Advisor and Managing Director Southeast Team @ Calamos Wealth Management
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Scott Poulin Location
- Florida, United States
Scott Poulin Work
- SVP and Senior Wealth Advisor and Managing Director Southeast Team @ (June 2023 - Present)
- VP, Director and Senior Wealth Advisor @ (July 2015 - June 2023)
- Managing Director of Florida @ (February 2010 - July 2015)
- SVP - Wealth Management Specialist @ (January 1998 - March 2008)
Scott Poulin Education
- Barry University
CFP Board Registered Certificate Program
2009-2010 - Northwestern University - Kellogg School of Management
National Trust School
1991-1992 - University of Miami Business School
MBA (Management & Finance)
1989-1991 - Babson College
BS (Finance, Investments & Economics)
1984-1988 - South Catholic High School 1980-1984
Scott Poulin Skills
- Wealth Management
- Investments
- Asset Managment
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Investment Advisory
- Financial Advisory
- High Net Worth Individuals
- Portfolio Management
- Investment Strategies
- Wealth Management Services
- Securities
- Equities
- Investment Management
- Financial Planning
- Wealth
- Asset Management
- Financial Services
- 401k
- Leadership
- Business Strategy
- Microsoft Excel
- Customer Service
- Research
Scott Poulin Summary
- Scott Poulin, based in Florida, United States, is currently a SVP and Senior Wealth Advisor and Managing Director Southeast Team at Calamos Wealth Management. Scott Poulin brings experience from previous roles at Calamos Wealth Management, Wescott Financial Advisory Group, LLC and Gibraltar Private Bank & Trust. Scott Poulin holds a 2009 - 2010 CFP Board Registered Certificate Program @ Barry University. With a robust skill set that includes Wealth Management, Investments, Asset Managment, Retirement Planning, Strategic Financial Planning and more. Scott Poulin has 3 emails and 3 mobile phone numbers on RocketReach.
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