Scott Sims Email & Phone Number
Managing Director, Senior Wealth Advisor @ Mariner Wealth Advisors
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Scott Sims Location
- Cincinnati, OH, US
Scott Sims Work
- Managing Director, Senior Wealth Advisor @ (September 2021 - Present)
- Founder and CEO @ The Pinnacle Group (January 1994 - October 2021)
- Shareholder and Investment Banker @ Charles Webb & Co / Keefe, Bruyette & Woods (January 1992 - January 1994)
- President, CEO, Director @ Pinnacle Bancorp / MidFed Saving Bank (January 1986 - January 1992)
- Consultant @ (January 1984 - January 1986)
- Director of Corporate Accounting @ First National Bank / U S Bank (January 1980 - October 1984)
Scott Sims Education
- Additional Credentials 1994-1996
- Xavier University - Williams College of Business 1981-1985
- University of Cincinnati Carl H. Lindner College of Business 1977-1979
- Cincinnati Christian University 1975-1977
Scott Sims Skills
- Securities
- Insurance
- Investments
- Comprehensive Wealth Management
- Leadership
- Mergers & Acquisitions
- Finance
- Strategic Planning
- Financial Services
- Retirement Planning
- Retirement
- Estate Planning
- Portfolio Management
- Financial Analysis
- Microsoft Excel
- Mergers and Acquisitions
- Pinnacle
Scott Sims Summary
- Scott Sims, based in Cincinnati, OH, US, is currently a Managing Director, Senior Wealth Advisor at Mariner Wealth Advisors. Scott Sims brings experience from previous roles at The Pinnacle Group, Charles Webb & Co / Keefe, Bruyette & Woods, Pinnacle Bancorp / MidFed Saving Bank and Deloitte - international accounting and consulting firm. Scott Sims holds a 1994 - 1996 Additional Credentials. With a robust skill set that includes Securities, Insurance, Investments, Comprehensive Wealth Management, Leadership and more. Scott Sims has 2 emails and 1 mobile phone numbers on RocketReach.
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