Managing Director - Investments @ (March 2020 - June 2026)
Senior Vice President - Investments @ (June 2007 - March 2020)
Second Vice President - Investments @ (September 1991 - June 2007)
Scott Sutherland Education
University of Southern California
B.S. in Business Administration (Investment Finance)
1989-1991
The Bishop's School 1983-1987
Scott Sutherland Skills
401k
Analysis
Asset Allocation
Defined Benefit
Finance
Financial Advisory
Financial Analysis
Financial Services
Insurance
Investment Strategies
Investments
Mergers
Mergers & Acquisitions
Mutual Funds
New Business Development
Retirement Planning
Strategic Planning
Scott Sutherland Summary
Scott Sutherland, based in San Diego, CA, US, is currently a Managing Director, Wealth Advisor at Seapoint Wealth Advisors. Scott Sutherland brings experience from previous roles at Wells Fargo Advisors and Smith Barney. Scott Sutherland holds a 1989 - 1991 B.S. in Business Administration in Investment Finance @ University of Southern California. With a robust skill set that includes 401k, Analysis, Asset Allocation, Defined Benefit, Finance and more. Scott Sutherland has 1 emails on RocketReach.
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