Scott Rose Email & Phone Number
Regional Vice President, Community Client Development @ Mercer Advisors
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Scott Rose Location
- United States
Scott Rose Work
- 2026 -now Regional Vice President, Community Client Development @
- 2025 -2026 National Vice President @
- 2023 -2025 Head of Strategic Growth @
- 2021 -2022 Regional Vice President of Sales @
- 2018 -2021 Vice President, Regional Director @
- 2017 -2018 Managing Director @
- 2014 -2017 Vice President and Client Advisor @
- 2010 -2014 Director - Investment Consultant @
- 2000 -2010 Senior Vice President @
- 1997 -2000 Senior Vice President @
- 1995 -1997 Internal Wholesaler @ Kemper Funds
- 1984 -1989 Multiple @
Scott Rose Education
- North Dakota State University
BA (Business Administration and Management, General)
1987-1990 - Purdue University
(Pi Kappa Alpha)
1981-1983
Scott Rose Skills
- Account Management
- Business Strategy
- Direct Sales
- Budgeting
- Marketing Strategy
- Sales Management
- Sales & Marketing
- Microsoft Word
- Microsoft Excel
- Business Relationship Building
- Relationship Building
- Customer Relationship Management (CRM)
- Team Leadership
- Sales Processes
- Business Development
- Budget Management
- Business Planning
- Public Speaking
- Mutual Funds
- Investments
- Series 7
- Asset Management
- Asset Allocation
- Alternative Investments
- Series 63
- Wealth Management
- Separately Managed Accounts
- Portfolio Management
- Outside Sales
- Series 65
- Fiduciary
- Sales
- Investment Advisory
- Financial Services
- Investment Strategies
- Business Coaching
- Philanthropy
- Financial Advisory
- Executive Management
- Project Management
- Financial Analysis
- Investment Management
- Finance
- ETFs
- Microsoft Office
- Salesforce.com
Scott Rose Summary
- Scott Rose, based in United States, is currently a Regional Vice President, Community Client Development at Mercer Advisors. Scott Rose brings experience from previous roles at Zacks Investment Management, Vector Wealth Management, Fisher Investments and Goldman Sachs. Scott Rose holds a 1987 - 1990 BA in Business Administration and Management, General @ North Dakota State University. With a robust skill set that includes Account Management, Business Strategy, Direct Sales, Budgeting, Marketing Strategy and more. Scott Rose has 3 emails on RocketReach.
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Top Mercer Advisors Employees
Abby S
Managing Partner
Westfield, NJ, US
John Dilivio
Managing Director, Direct Client Development
Denver, CO, US
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