Scott Trueman Email & Phone Number
Director
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Scott Trueman Location
- Santa Barbara, CA, US
Scott Trueman Work
- Director @ Pacific View Wealth Management of Westlake Private Wealth Management (September 2022 - Present)
- Senior Financial Advisor, Senior Vice President-Investments @ (November 2012 - September 2022)
- Vice President-Wealth Management @ (June 2007 - November 2012)
- Financial Advisor, Assistant VP-Investments @ (January 2000 - January 2007)
- Financial Advisor @ (April 1994 - October 1999)
Scott Trueman Education
- University of Nebraska at Omaha
Bachelor of Science (BS) (Finance)
1989-1994 - Bellevue East High School 1985-1987
Scott Trueman Skills
- Retirement Planning
- Financial Services
- Microsoft Excel
- Investments
- Business Development
- Wealth Management
- Customer Service
Scott Trueman Summary
- Scott Trueman, based in Santa Barbara, CA, US, is currently a Director at Pacific View Wealth Management of Westlake Private Wealth Management. Scott Trueman brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney and Banc of America Investments. Scott Trueman holds a 1989 - 1994 Bachelor of Science (BS) in Finance @ University of Nebraska at Omaha. With a robust skill set that includes Retirement Planning, Financial Services, Microsoft Excel, Investments, Business Development and more. Scott Trueman has 1 emails and 1 mobile phone numbers on RocketReach.
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Scott Trueman
Director
Santa Barbara, CA, US
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