Scott Trueman Email & Phone Number
Director
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Scott Trueman Location
- Santa Barbara, CA, US
Scott Trueman Work
- 2022 -now Director @ Pacific View Wealth Management of Westlake Private Wealth Management
- 2012 -2022 Senior Financial Advisor, Senior Vice President-Investments @
- 2007 -2012 Vice President-Wealth Management @
- 2000 -2007 Financial Advisor, Assistant VP-Investments @
- 1994 -1999 Financial Advisor @
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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