Scott Smith Email & Phone Number

President @ Realta Wealth

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Scott Smith Location

Excelsior, MN, US

Scott Smith Work

President @ (August 2025 - Present)
Principal @ (March 2025 - Present)
Real Estate Capital Consultant @ (November 2023 - August 2025)
Strategic Advisor @ (December 2023 - February 2025)
CEO @ (May 2022 - November 2023)
Managing Director of Capital Markets @ (April 2021 - May 2022)
Senior Managing Director of Capital Markets @ (August 2019 - March 2021)

Scott Smith Education

University Of Missouri - Columbia School Of Law
(Law)
1999-2002
University of Missouri - Columbia
Bachelor of Arts (Economics, Political Science)
1994-1998

Scott Smith Skills

Alternative Investment Strategies
Alternative Investments
Asset Management
Attention to Detail
Broker-Dealer Compliance
Budget Management
Business Development
Business Relationship Management
Business Strategy
CRM Software
Candor
Capital Formation
Capital Raising
Change Management
Client Relations
Commercial Real Estate
Communication
Competitive Landscape
Complex Sales
Corporate Development
Customer Engagement
Cybersecurity
Deal Execution
Distribution Channel Management
Due Diligence
Enterprise Software Sales
Executive Visibility
Expansion Strategies
Family Offices
Finance
Financial Advisory
Financial Forecasting
Financial Transactions
Fundraising
High-Net-Worth Individuals (HNWI)
HubSpot
Hunter
Identifying Trends
Inbound Sales
Investment Advisory
Investments
Key Accounts
Key Performance Indicators
Lead Qualification
Leadership
Management
Market Intelligence
Market Knowledge
Marketing Campaigns
Marketing Strategy
Negotiation
Networking Events
New Business Development
New Business Generation
Operational Excellence
Organizational Culture
Presales
Presentation Skills
Presentations
Private Equity
Private Equity Firms
Private Placements
Process Improvement
Product Demonstration
Product Launch
Professional Services Industries
Proposal Development
Questionnaires
Real Estate
Regulatory Compliance
Regulatory Requirements
Regulatory Technology
Relationship Building
Risk Management
Roadshows
Sales
Sales Acumen
Sales Campaigns
Sales Management
Sales Metrics
Sales Planning
Sales Processes
Sales Strategy
Sales Target Management
Securities Regulation
Social Media
Software as a Service (SaaS)
Solid Professional Standards
Strategic Partnerships
Strategic Planning
Strategy Implementation
Subject Matter Experts
Team Leadership
Teamwork
Technology Adoption
Transaction Experience
Transformational Leadership
Vendor Management
Vendor Relations
Written Communication
Estate Planning
Series 63
Entrepreneurship
Public Policies
Civil Society
Insurance
Series 7
Securities
Mutual Funds

Scott Smith Summary

Scott Smith, based in Excelsior, MN, US, is currently a President at Realta Wealth. Scott Smith brings experience from previous roles at Lamplighter Capital Advisors, LLC, JTCC, LLC, Buckler and Flatirons Asset Management. Scott Smith holds a 1999 - 2002 University Of Missouri - Columbia School Of Law. With a robust skill set that includes Alternative Investment Strategies, Alternative Investments, Asset Management, Attention to Detail, Broker-Dealer Compliance and more. Scott Smith has 3 emails and 1 mobile phone numbers on RocketReach.