Scott Sumner Email & Phone Number
Vice President @ Fiduciary Trust Company
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Scott Sumner Location
- Beverly, MA, US
Scott Sumner Work
- 2015 - now Vice President @
- 2014 - 2015 Vice President @
- 2007 - 2014 Assistant Vice President @
- 2005 - 2007 Unit Manager, Family Office and Wealth Manager Services @
- 2003 - 2005 Account Manager @
- 2002 - 2003 Senior Trust Accountant @
- 2000 - 2002 Senior Custody Specialist @
- 1999 - 2000 Portfolio Administrator @
Scott Sumner Education
- University of Vermont
Bachelor of Arts (BA) (History)
1994 - 1998 - The Derryfield School 1990 - 1994
Scott Sumner Skills
- Financial Services
- Securities
- Mutual Funds
- Hedge Funds
- Fixed Income
- Equities
- Bloomberg Terminal
- Superior Client Service
- Bloomberg
- Business Analysis
- Advent Axys
- Advent Portfolio Exchange
- Advent Moxy
- Advent Rules Manager
- Advent Revenue Center
- SEI Trust 3000
- Global Plus
- MCH
- SQL Server Management Studio
- Relationship Management
- Back Office
- Alternative Investments
- Global Custody
- Trading Systems
- Outsourcing
- Middle Office
- Account Reconciliation
- Lean Transformation
- Lean Management
- Corporate Actions
- Client Services
- Microsoft Office
- Business Relationship Management
- Customer Service
- Services
- Portfolio Management
- Analysis
- Strategic Planning
- Public Speaking
- Investments
- Operations
Scott Sumner Summary
- Scott Sumner, based in Beverly, MA, US, is currently a Vice President at Fiduciary Trust Company. Scott Sumner brings experience from previous roles at State Street and Investors Bank and Trust. Scott Sumner holds a 1994 - 1998 Bachelor of Arts (BA) in History @ University of Vermont. With a robust skill set that includes Financial Services, Securities, Mutual Funds, Hedge Funds, Fixed Income and more. Scott Sumner has 2 emails and 1 mobile phone numbers on RocketReach.
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