Scott Tompkins Email & Phone Number
Vice President Financial Advisor @ Morgan Stanley
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Scott Tompkins Location
- California, United States
Scott Tompkins Work
- 2014 -now Vice President Financial Advisor @
- 2014 -2017 Head Lacrosse Coach @
- 2010 -2014 Fixed Income Sales @
- 2009 -2010 Senior Account Representative @ Distinctive Solutions, Inc
- 2008 -2008 Global Wealth Management Intern @
Scott Tompkins Education
- University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.) (Finance, General)
2005-2009
Scott Tompkins Skills
- Series 63
- Public Speaking
- Fixed Annuities
- Fixed Income
- Retirement Planning
- Sales
- Portfolio Management
- Financial Modeling
- Investments
- Bloomberg
- Finance
- Asset Allocation
- Strategic Planning
- Equities
- Wealth Management
- Mutual Funds
- Marketing
- Credit
- Financial Analysis
- Management
- Coaching
- Strategic Financial
- Municipal Bonds
- Retirement
- Series 7
- Securities
- Auditing
- CPA
- Accounting
- Enterprise Risk Management
- Tax
- SEC filings
- Financial Services
- Management Consulting
- Financial Accounting
- Microsoft Office
- Forensic Accounting
- Budgeting
- Business Valuation
- Real Estate
- Microsoft Excel
- Risk Management
- US GAAP
- Internal Controls
- GAAP
- Sarbanes Oxley Act
- Budgets
- Non Profits
- Financial Reporting
- Design
- Assurance
- Generally Accepted Accounting Principles Gaap
- Internal Audit
- Generally Accepted Accounting Principles
Scott Tompkins Summary
- Scott Tompkins, based in California, United States, is currently a Vice President Financial Advisor at Morgan Stanley. Scott Tompkins brings experience from previous roles at San Francisco University High School, Morgan Stanley and Distinctive Solutions, Inc. Scott Tompkins holds a 2005 - 2009 Bachelor of Science (B.S.) in Finance, General @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Series 63, Public Speaking, Fixed Annuities, Fixed Income, Retirement Planning and more. Scott Tompkins has 4 emails and 3 mobile phone numbers on RocketReach.
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