Scott Sheffer Email & Phone Number
Chief Executive Officer @ Carnegie Wealth Management
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Scott Sheffer Location
- Berwyn, PA, US
Scott Sheffer Work
- Chief Executive Officer @ (March 2017 - Present)
- Managing Director, Head of National Sales Management and Strategic Client Development @ (January 2014 - September 2016)
- Managing Director, Head of U.S. Platform Distribution @ (January 2012 - January 2014)
- Managing Director, Mid-Atlantic and Southeast Regional Manager @ (September 2008 - January 2012)
- Mid-Atlantic Regional Manager @ Lehman Brothers (April 2008 - September 2008)
- Vice President, Private Wealth Advisor @ (August 1998 - April 2008)
Scott Sheffer Education
- BYU Law School
Juris Doctor (Law)
1988-1991 - LaSalle University
Bachelor's Degree (Political Science and Government)
1984-1988 - University of Cambridge
Political Science
1986-1987
Scott Sheffer Skills
- Alternative Investments
- Asset Management
- Building Business Partnerships
- Building New Business
- Business Strategy
- Capital Markets
- Cultural Awareness
- Equities
- Finance
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing Strategy
- Mentoring
- Mutual Funds
- Operational Planning
- Operational Risk Management
- Portfolio Management
- Private Equity
- Real Estate Private Equity
- Revenue & Profit Growth
- Risk Management
- Sales Management
- Strategic Communications
- Strategy
- Technology Management
- Wealth Management
- Supervision
- Coordinated
- Church Events
- Structured Investments
- Generational
- New Business Development
- Institutional Investments
- Steering
- Sales
- Radio Access Network
- Training
- Customer Acquisition
- Calls
- Recruiting
- Software
- Athletic Training
- Transformational
- Public Speaking
- Families
- Foundations
- Referrals
- Consulting
- Sales Process
- Utah
- Real Estate
- Platforms
- Mergers and Acquisitions
- Strategies
- Banking
- Financial Transactions
- Meetings
- Practice Management
- Capital
- Asset Allocation
- Stocks
- Philadelphia
- Financial Advisory
- Risk
- Human Resources
- Golf
- Atlanta
- Operating Models
- Directing
- Branding
- Individual Clients
- Financial Structuring
- Portfolio
- Tax
- Road
- Verizon
- P&l
- Networking
- System
- Council
- Pennsylvania
- Accountability
- Ordinances
- Wealth
- Municipalities
- Legal
- Sales and Marketing
- Loan Servicing
- Client Development
- England
- Proposal Writing
- Control Framework
- Reputational Risk
- New York
- Wealth Management Services
- International
- Closings
- Moot Court
- Product Information Management
- Private Investment
- Political Science
- Insurance
- Control Optimization
- Corporations
- Net
- Retail
- Project Work
- Art
- Compliance
- Investor Sales
- Barclays
- Committees
- Responsibility
- Business Technology
- Willow
- Databases
- Media Studies
- Sales Strategy
- Utilization
- Tax Liens
- Juris
- Revenue and Profit Growth
- Manager Selection
- Endowments
- Holding Companies
- Research
- Marketing
- Credit
- Drafting
- General Legal
- Women's
- Third Party
- Debt
- Asset
- Property Law
- Project
- Distribution
- Microsoft Office
- Corporate Finance
Scott Sheffer Summary
- Scott Sheffer, based in Berwyn, PA, US, is currently a Chief Executive Officer at Carnegie Wealth Management. Scott Sheffer brings experience from previous roles at Barclays Wealth and Investment Management and Lehman Brothers. Scott Sheffer holds a 1988 - 1991 Juris Doctor in Law @ BYU Law School. With a robust skill set that includes Alternative Investments, Asset Management, Building Business Partnerships, Building New Business, Business Strategy and more. Scott Sheffer has 2 emails and 1 mobile phone numbers on RocketReach.
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