Scott Wendling Email & Phone Number
VP, Client Advisor @ J.P. Morgan Asset Management
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Scott Wendling Location
- Attleboro, MA, US
Scott Wendling Work
- 2015 -now VP, Client Advisor @
- 2006 -2015 Director, Retirement Plan Sales, Southeast @ New York Life Retirement Plan Services
- 2002 -2006 Retirement Sales Consultant @ Fidelity Investments (FIIS)
Scott Wendling Education
- University of Massachusetts Amherst
Bachelors (Biology)
1991-1996
Scott Wendling Skills
- Retirement Planning
- Retirement
- Investments
- Series 63
- Relationship Management
- Investment Advisory
- 401k
- Mutual Funds
- Asset Allocation
- Series 7
- Series 6
- Fixed Annuities
- Investment Strategies
- Wealth Management
- Securities
- Business Development
- Strategic Planning
- Marketing
- Strategy
- Account Management
- Sales Management
Scott Wendling Summary
- Scott Wendling, based in Attleboro, MA, US, is currently a VP, Client Advisor at J.P. Morgan Asset Management. Scott Wendling brings experience from previous roles at New York Life Retirement Plan Services and Fidelity Investments (FIIS). Scott Wendling holds a 1991 - 1996 Bachelors in Biology @ University of Massachusetts Amherst. With a robust skill set that includes Retirement Planning, Retirement, Investments, Series 63, Relationship Management and more. Scott Wendling has 2 emails and 1 mobile phone numbers on RocketReach.
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