Scott Vogel Email & Phone Number
Private Wealth Advisor, Senior Vice President @ Merrill Lynch
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Scott Vogel Location
- Wayzata, MN, US
Scott Vogel Work
- Private Wealth Advisor, Senior Vice President @ (July 2012 - Present)
- Portfolio Manager @ (April 2012 - July 2012)
- Portfolio Manager @ (September 2011 - April 2012)
- Investment Analyst @ (October 2005 - September 2011)
- Corporate Trust Assoc and Analyst @ (November 2004 - October 2005)
Scott Vogel Education
- University of Montana
Bachelor's Degree
2002-2004 - University of Pennsylvania 2001-2002
Scott Vogel Skills
- Client Relationships
- Customized Investment Strategies
- Customized Wealth Planning
- Entrepreneurship
- Excel
- Goals Based investment strategies
- High Net Worth Individuals
- Net-Worth Analysis and Wealth Allocation
- Weatlh Management
Scott Vogel Summary
- Scott Vogel, based in Wayzata, MN, US, is currently a Private Wealth Advisor, Senior Vice President at Merrill Private Wealth Management. Scott Vogel brings experience from previous roles at Abbot Downing, Lowry Hill and Wells Fargo. Scott Vogel holds a 2002 - 2004 Bachelor's Degree @ University of Montana. With a robust skill set that includes Client Relationships, Customized Investment Strategies, Customized Wealth Planning, Entrepreneurship, Excel and more. Scott Vogel has 1 emails and 2 mobile phone numbers on RocketReach.
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