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