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Scott Thies Location
New York, NY, US
Scott Thies Work
now RIA Advisor Consultant @ New York Life Investments
2001 -now Senior Advisor Consultant @
now Internal Wholesaler @ AXA Financial
now Financial Advisor @
Scott Thies Education
Quinnipiac University - School of Business
Bachelor of Science (Finance/Economics)
1992-1996
Quinnipiac University - School of Business
Associate's degree (Computer and Information Sciences and Support Services)
1992-1996
Scott Thies Skills
Separately Managed Accounts
ETFs
Series 7
Mutual Funds
Series 63
Alternative Investments
Investment Advisory
Asset Allocation
Investment Strategies
401k
Wealth Management
Financial Advisory
High Net Worth Individuals
Fund Of Funds
Capital Markets
Municipal Bonds
Fixed Income
Equities
Series 6
Series 24
Securities
Investment Management
Series 65
Investments
Asset Management
Retirement Planning
Portfolio Management
Financial Services
Finance
Retirement
Financial Planning
Hedge Funds
Fixed Annuities
High Net Worth
Sales
Institutional Sales
Microsoft Excel
Management
Separately Managed
Services
Scott Thies Summary
Scott Thies, based in New York, NY, US, is currently a Internal Wholesaler at AXA Financial. Scott Thies brings experience from previous roles at New York Life Investments and John Hancock Life Insurance Company (U.S.A.). Scott Thies holds a 1992 - 1996 Bachelor of Science in Finance/Economics @ Quinnipiac University - School of Business. With a robust skill set that includes Separately Managed Accounts, ETFs, Series 7, Mutual Funds, Series 63 and more. Scott Thies has 3 emails and 1 mobile phone numbers on RocketReach.
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