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Scott Spaulding Location
Chandler, AZ, US
Scott Spaulding Work
Director Sales Operations @ (May 2025 - Present)
VP, Advanced Analytics and Insights @ (January 2023 - February 2025)
Senior Manager, Business Support @ (March 2015 - January 2023)
VP, Head of Business Management and Internal Sales Desk @ Voya Investment Management (June 2004 - January 2014)
President and CFO @ Helix Transportation (August 2008 - September 2011)
Owner and President @ SES Systems (February 2000 - December 2010)
Technician @ Best Buy (January 1999 - December 2002)
Technician @ Best Buy (January 1999 - January 2002)
Scott Spaulding Education
W. P. Carey School of Business – Arizona State University
Bachelor of Science (BS) (Business/Managerial Economics)
1999-2004
Scott Spaulding Skills
Financial Analysis
Mutual Funds
Series 7
Asset Managment
Information Technology
Financial Modeling
Strategic Planning
Investments
Financial Reporting
Microsoft Office
Investment Management
Investment Strategies
Series 63
CRM Integration
Microsoft Excel
Business Planning
Business Intelligence
Entrepreneurship
Economics
Strategy
Asset Management
Department Budgeting
Budget Process
Microsoft SQL Server
Communication Skills
Critical Thinking
Logical Thinker
Problem Solving
Technology
Presenting to Senior Management
Accountability
Analysis
FINRA
Business Strategy
Financial Services
Strategic Financial Planning
Capital Markets
Relationship Management
Sales
Risk Management
Leadership
Management
Securities Regulation
Financial Planning
Scott Spaulding Summary
Scott Spaulding, based in Chandler, AZ, US, is currently a Director Sales Operations at PCS Retirement. Scott Spaulding brings experience from previous roles at LPL Financial, Charles Schwab, Voya Investment Management and Helix Transportation. Scott Spaulding holds a 1999 - 2004 Bachelor of Science (BS) in Business/Managerial Economics @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Financial Analysis, Mutual Funds, Series 7, Asset Managment, Information Technology and more. Scott Spaulding has 2 emails and 2 mobile phone numbers on RocketReach.
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