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Scott Schroeder Location
Austin, TX, US
Scott Schroeder Work
2024 -now C.E.O Owner @
2021 -now CEO Owner @
2021 -now Founder @ Fractional CFO Pro
2020 -2022 Founder and Owner at Fractional CFO Advisors @
2019 -2020 Owner and CEO @ Maui Recovery
2018 -2019 Chief Operations Officer @
2016 -2018 Executive Vice President of Sales and Marketing @ OPTIMIS PT
2015 -2016 Executive Vice President of Business Development and Mergers and Acquisitions @
2012 -2014 Co-Founder @
2012 -2013 President @ Schroeder Retirement Group
2002 -2012 Senior Vice President @
1994 -2002 Financial Advisor @
1992 -1994 Financial Advisor @
Scott Schroeder Education
Certified Retirement Financial Advisor
CRFA (Accounting and Finance)
2008-2010
Shearson Lehman Brothers
Financial Consultant (Accounting and Finance)
1992-1994
Texas Tech University
Bachelor’s Degree (Marketing)
1987-1992
Swiss Bank on Wall Street
Foreign Exchange Trading Program (Futures)
1991-1992
Lake Highlands High School
High School (High School/Secondary Diplomas and Certificates)
1985-1987
Scott Schroeder Skills
CEO
Financial Reporting
Capital Raising
C-Level Executive Support
Exit Strategies
Strategic Planning
Investments
Retirement Planning
Financial Analysis
New Business Development
Business Strategy
Strategic Financial Planning
Team Building
Insurance
Risk Management
Mergers
Project Management
Sales Management
Marketing Strategy
Marketing
Asset Managment
Negotiation
Public Speaking
Customer Service
Business Development
Wealth Management
Banking
Mergers & Acquisitions
Asset Management
Finance
Leadership
Strategy
Retirement
Business Planning
Management
Financial Planning
Mergers and Acquisitions
Scott Schroeder Summary
Scott Schroeder, based in Austin, TX, US, is currently a C.E.O Owner at Hawaii Island Recovery. Scott Schroeder brings experience from previous roles at Exclusive Hawaii Rehab, Fractional CFO Pro, Fractional CFO Advisors and Maui Recovery. Scott Schroeder holds a 2008 - 2010 CRFA in Accounting and Finance @ Certified Retirement Financial Advisor. With a robust skill set that includes CEO, Financial Reporting, Capital Raising, C-Level Executive Support, Exit Strategies and more. Scott Schroeder has 3 emails and 1 mobile phone numbers on RocketReach.
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