Scott Stevens Email & Phone Number
Vice President, Financial Advisor @ California Wealth Transitions, Inc.
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Scott Stevens Location
- San Diego, CA, US
Scott Stevens Work
- Vice President, Financial Advisor @ (February 2024 - Present)
- Financial Advisor @ (March 2019 - February 2024)
- Financial Advisor @ (March 2016 - March 2019)
Scott Stevens Education
- California State University at Chico
Bachelor's Degree
1995-1998
Scott Stevens Skills
- Business Financial Strategies
- Customized Investment Portfolios
- Family Estate Financial Guidance
- Family Financial Advisor
- Financial Advisor
- Financial Management
- Sales Operations
- Direct Sales
- Competitive Analysis
- Marketing
- Market Planning
- Project Management
- Direct Marketing
- Product Development
- Negotiation
- Marketing Strategy
- National Accounts
- Business Strategy
- Sales
- Budgets
- Project Planning
- Team Leadership
- Trade Shows
- B2b
- Market Analysis
- Income Statement
- Selling
- Irrigation
- P&l Management
- Business Planning
- Financial Analysis
- Program Management
- Market Research
- Key Account Management
- Team Building
- Contract Negotiation
- Training
- Purchasing
- Product Marketing
- Pricing
- Inventory Management
- Investments
- New Business Development
- Management
- Cross Functional Team Leadership
- Operations Management
- Product Launch
- Strategic Planning
- Sales Management
- Customer Service
- Sales Process
- Account Management
- Coaching
- Retail
- Salesforce.com
- Product Management
- Marketing Management
- Leadership
- Forecasting
Scott Stevens Summary
- Scott Stevens, based in San Diego, CA, US, is currently a Vice President, Financial Advisor at California Wealth Transitions, Inc.. Scott Stevens brings experience from previous roles at Merrill Lynch Wealth Management and California Wealth Transitions. Scott Stevens holds a 1995 - 1998 Bachelor's Degree @ California State University at Chico. With a robust skill set that includes Business Financial Strategies, Customized Investment Portfolios, Family Estate Financial Guidance, Family Financial Advisor, Financial Advisor and more. Scott Stevens has 3 emails and 1 mobile phone numbers on RocketReach.
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