Scott Sandee Email & Phone Number
Managing Partner @ Vertex Planning Partners, LLC
5 free lookup(s).
Scott Sandee Location
- Chicago, IL, US
Scott Sandee Work
- 2023 - now Managing Partner @
- 2021 - 2023 Managing Director @
- 2018 - 2021 Senior Vice President - Private Wealth Advisor @
- 2016 - 2018 Senior Director @
- 2015 - 2016 Director -- Private Wealth Advisor @
- 2010 - 2015 Senior Vice President and Wealth Strategist @
- 2005 - 2010 Financial Advisor @
- 2002 - 2005 Financial Advisor @
- 1991 - 1997 Corporal @
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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Scott Sandee
Managing Partner
Chicago, IL, US
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