Senior Client Service Manager @ (November 2011 - October 2012)
Client Relationship Administrator @ (October 1999 - October 2011)
Trainer @ (May 1997 - October 1999)
Steve Scotti Education
The College of New Jersey
BA, MA (English)
1985-1992
Steve Scotti Skills
Series 63
Pensions
Defined Contribution
Retirement Planning
Sales
IRAs
Investments
Relationship Management
Client Services
Series 6
Finance
401k
Asset Allocation
Financial Services
Mutual Funds
FINRA
Qualified Retirement Plans
Customer Service
Defined Benefit
Management
ERISA
Retirement
CRM
Series 7
Employee Benefits
Securities
Steve Scotti Summary
Steve Scotti, based in Owings Mills, MD, US, is currently a Client Account Manager at T. Rowe Price. Steve Scotti brings experience from previous roles at Charles Schwab, Vanguard and Aetna. Steve Scotti holds a 1985 - 1992 BA, MA in English @ The College of New Jersey. With a robust skill set that includes Series 63, Pensions, Defined Contribution, Retirement Planning, Sales and more. Steve Scotti has 3 emails and 1 mobile phone numbers on RocketReach.
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