Scott Wessel Email & Phone Number
Vice President of Strategic Sales @ Goldman Sachs Ayco
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Scott Wessel Location
- California, United States
Scott Wessel Work
- 2023 -now Non-Profit Board Member @
- 2020 -now Vice President of Strategic Sales @
- 2023 -2025 Non-Profit Board Member @
- 2019 -2020 Enterprise Relationship Management @
- 2000 -2018 Vice President - Senior Relationship Manager @
- 1998 -1999 Treasury Analyst @ Montgomery Securities
- 1996 -1998 Senior Planned Giving Associate @
- 1995 -1996 Operations Associate @
Scott Wessel Education
- Lake Forest College
- Acton-Boxboro Regional High School
Scott Wessel Skills
- Relationship Management
- Wealth Management
- Business Development
- Series 63
- Equities
- Investments
- Fixed Income
- Alternative Investments
- Portfolio Management
- Financial Services
- Customer Relationship Management (CRM)
- Business Strategy
- Business Process Improvement
- Asset Management
- Financial Advisory
- Trading
- Securities
- Leadership
- series 7
- Process Improvement
- FINRA
- Wealth Management Services
- Investment Advisory
- Strategic Planning
- Philanthropy
- Donor Advised Funds
- Family Office
- Mentoring
- Capital Markets
- Trading Systems
- Vendor Management
- Custodial Services
- separately managed accounts
- Management
- Sales
- Customer Service
- Loans
- Banking
- Merchant Services
- Customer Relationship Management Crm
- Customer Relationship Management
Scott Wessel Summary
- Scott Wessel, based in California, United States, is currently a Vice President of Strategic Sales at Goldman Sachs Ayco. Scott Wessel brings experience from previous roles at Archie Bray Foundation for the Ceramic Arts, TAHOE FOREST HEALTH SYSTEM FOUNDATION, Carta and Fidelity Investments. Scott Wessel holds a Lake Forest College. With a robust skill set that includes Relationship Management, Wealth Management, Business Development, Series 63, Equities and more. Scott Wessel has 4 emails and 6 mobile phone numbers on RocketReach.
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