Scott Revis Email & Phone Number
Senior Relationship Manager @ Charles Schwab
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Scott Revis Location
- Joshua, TX, US
Scott Revis Work
- Senior Relationship Manager @ (September 2023 - Present)
- Senior Relationship Manager, Advisor Relations @ (January 2005 - Present)
- Senior Tech Support Specialist @ (January 2002 - January 2004)
- National Acct Mgr @ (January 1998 - January 2002)
Scott Revis Education
- University of Missouri-Saint Louis
(Business Administration and Management, General)
1981-1985
Scott Revis Skills
- Portfolio Management
- Management
- Investment Strategies
- Project Management
- Investments
- Relationship Management
- Options Strategies
- Manage Client Relationships
- Series 66
- Asset Allocation
- Strategic Planning
- RIA
- Wealth Management
- Mutual Funds
- Series 7
- Leadership
- Series 63
- Salesforce.com
- Sales
- Finance
- Financial Services
- Equities
- Uniform Combined State Law
- Microsoft Office
- Risk Management
- Customer Service
- ETFs
- Securities
- Microsoft Excel
- Financial Advisory
- Trading
- Financial Analysis
- Business Process Improvement
- Team Building
- FINRA
- Microsoft Word
- Retirement Planning
- Strategy
- Banking
- Asset Management
- Financial Planning
- Training
- Social Media
- Coaching
- Team Leadership
- Public Speaking
- Microsoft PowerPoint
- 401 Retirement Savings Plans
- Business Relationship Management
- Institutional Investments
Scott Revis Summary
- Scott Revis, based in Joshua, TX, US, is currently a Senior Relationship Manager at Charles Schwab. Scott Revis brings experience from previous roles at TD Ameritrade Institutional, Sprint and Skytel LLC. Scott Revis holds a 1981 - 1985 University of Missouri-Saint Louis. With a robust skill set that includes Portfolio Management, Management, Investment Strategies, Project Management, Investments and more. Scott Revis has 6 emails and 2 mobile phone numbers on RocketReach.
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