Scott Frantz is a highly qualified professional, working in Pwc main office of which is in 4. as a Engagement Manager, Financial Services Advisory since 2012. Scott has earned professional experience in more than three positions at different companies. Scott Frantz went to the Georgetown University and got education to 2010. This expert has such professional qualifications as Chartered Financial Analyst (Cfa). Dallas, Texas is the area, where this professional was known to be settled. This expert's phone number and email are easily accessed through this website on demand.
Name variants:
Scotty Frantz
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 7, 2022
Email
sf**@capitaladv.com, sc**@yahoo.com, sc**@gmail.com
Location
Dallas, TX
Company
Workplace
Colleagues
Work History
Engagement Manager, Financial Services Advisory
300 Madison Ave, New York, NY 10017
Performed credit risk analysis for private placements, revolving credit facilities, and other credit facilities to determine the probability of repayment and accuracy of clients’ internal...
Jul 2012 — Apr 2017
Director, Asset Allocation and Portfolio Construction
2222 south Utica Pl SUITE 300, Tulsa, OK 74114
Asset Allocation, Portfolio Strategy, Portfolio Construction
Investment Analysis and Investment Management
Due Diligence, Fundamental Analysis, Quantitative Strategies & Tactical St...
from Apr 2017
Associate - Global Wealth and Investment Management
100 north Tryon St, Charlotte, NC 28202
Analyzed, researched, and reported trends in revenue, volume, and asset data across all investment product groups (Equity, Fixed Income, Mutual Funds, Alternatives) to determine performanc...
Jun 2010 — Aug 2012
Education
2001 — May 2004
Occupations
Executive
Director
Construction
Manager
Accountant
Finance and Accounting Specialist
Artist
Model
Business Administrator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Alternative Investments
Financial Advisory
Consulting
Financial Performance
Market
Prospects
Expenses
Sales
Cost
Investment Research
Forward Looking
Regulatory Affairs
Credit Risk
Finance
Business Administration
Uniform Combined State Law
Government Programs
Regulatory Compliance
Merrill Lynch
Global Investment
Management
Revenue
Financial Statements
Science
Currency
Statistics
Trade Credit
Allocations
Investment Management
Resolve
Rules
Leadership
Auditing
Series 63
Spanish
Cuts
Defense
Accounting
Execution
Financial Forecasting
Preferences
Profit
Valuation
Guidance
Portfolio Management
Capital Markets
Foundation
Strategic Initiatives
Legal Writing
Advisory
Business Services
English
Default
Asset Allocation
Reports
Strategy
Management Consulting
Equity Research
Microsoft Office
Risk Analysis
Emerging Markets
Corporations
Risk Management
Microsoft Excel
Asset Management
Probability
Portuguese
Wealth
Project Management
Ratios
Analytical Skills
Research
Census
Credit Rating
Analysis
Ratings
Advertising Agency
Structured Products
R
Project Estimation
Fixed Income
Yahoo
Corporate Finance
Debt
Implications
Evaluations
Financial Modeling
Data Analysis
Business Development
Communication
Schedules
Strategic Planning
New Relationships
Regulatory Requirements
Financial Statement Analysis
Legal Research
Credit
Liquidity
Model Validation
Project Implementation
Bill of Materials
Value Propositions
Security Clearance
Project
Contractual Agreements
Government Proposals
Facilities Management
Engagement
Risk Tolerance
Strategy Execution
Services
Dod
Context
Losses
Income
Pricing
Chartered Financial Analyst
Internal Audit
Regulations
Banking
Intelligence Community
Clarification
Google Groups
Executive Management
Estimating
Portfolio
Headcount
Microsoft Exchange
New York
Reviews
Government
Investments
Dallas
Charter
Image Capture
Financial Services
Equities
Margin Improvement
Mutual Funds
Outlook
Underwriting
Compliance
Business Planning
Accompaniment
Rate
Proposal Writing
Asset
Financial Analysis
Financial Transactions
Business Strategy
Credit Analysis
Due Diligence
Risk
Trading
Conceptual Modeling
Series 65
Dodd Frank
Series 7
Databases