Scott Poulin Email & Phone Number
SVP and Senior Wealth Advisor @ Calamos Wealth Management
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Scott Poulin Location
- Florida, United States
Scott Poulin Work
- 2023 -now SVP and Senior Wealth Advisor @
- 2015 -2023 VP, Director and Senior Wealth Advisor @
- 2010 -2015 Managing Director of Florida @
- 1998 -2008 SVP - Wealth Management Specialist @
Scott Poulin Education
- Barry University 2009-2010
- Northwestern University - Kellogg School of Management 1991-1992
- University of Miami Herbert Business School 1989-1991
- Babson College 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 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 Barry University. With a robust skill set that includes Wealth Management, Investments, Asset Managment, Retirement Planning, Strategic Financial Planning and more. Scott Poulin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Calamos Wealth Management Employees
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