Scott Sandee Email & Phone Number
Managing Partner @ Vertex Planning Partners, LLC
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Scott Sandee Location
- Chicago, IL, US
Scott Sandee Work
- Managing Partner @ (January 2023 - Present)
- Managing Director @ (July 2021 - January 2023)
- Senior Vice President - Private Wealth Advisor @ (October 2018 - July 2021)
- Senior Director @ (July 2016 - September 2018)
- Director -- Private Wealth Advisor @ (April 2015 - July 2016)
- Senior Vice President and Wealth Strategist @ (February 2010 - March 2015)
- Financial Advisor @ (September 2005 - February 2010)
- Financial Advisor @ (October 2002 - August 2005)
- Corporal @ (July 1991 - July 1997)
Scott Sandee Education
- Northern Illinois University
Bachelor's degree (Computer Science)
1992-1996
Scott Sandee Skills
- Wealth Management
- Investment Management
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Alternative Investments
- Asset Management
- Finance
- Private Banking
- Multi-generational wealth transfer
- Wealth
- Investments
- Mutual Funds
- Equities
- Financial Services
- Financial Planning
- Financial Advisory
- Series 7
- ETFs
- Series 66
- Series 31
- Estate Planning
- Financial Analysis
- Securities
- Fixed Income
- Banking
- Investment Advisory
- Risk Management
- Retirement Planning
- Hedge Funds
- Multi Generational Wealth Transfer
Scott Sandee Summary
- Scott Sandee, based in Chicago, IL, US, is currently a Managing Partner at Vertex Planning Partners, LLC. Scott Sandee brings experience from previous roles at Oxford Financial Group, Ltd., Capital Group Private Client Services, BNY Mellon Wealth Management and BMO Private Bank. Scott Sandee holds a 1992 - 1996 Bachelor's degree in Computer Science @ Northern Illinois University. With a robust skill set that includes Wealth Management, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation and more. Scott Sandee has 1 emails and 1 mobile phone numbers on RocketReach.
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