Scott Hendrix

Wealth Manager and Accredited

Scott Hendrix is a high-skilled expert, that works in Current Investments on the position of Wealth Manager and Accredited Investment Fiduciaryâ at Current Investments since 2019. Scott has earned professional experience in more than ten positions at different companies. Scott Hendrix went to the University of Maryland and got education there from 1986 to 1988. This person has these qualifications: Series 7 & 66, Accredited Investment Fiduciary®, and Financial Industry Regulatory Authority (Finra). Austin, Texas is the city, where the professional was lastly known to live. The person's phone and email are accessed through SoftwareOfficial on demand.
Name variants:
Scotty Hendrix
Last updated Jun 17, 2024

Contact Information

Last Update
Jul 9, 2022
Email
he**@att.net, sh**@upstreamip.com
Location
Austin, TX
Company
Current Investments

Workplace

Wealth Manager and Accredited Investment Fiduciaryâ at Current Investments

Work History

Wealth Manager and Accredited Investment Fiduciaryâ at Current Investments

Current Investments is the Advisory Practice of Scott Hendrix. Scott founded Current Investments in the fall of 2019 to serve his investment clients in their journey to reaching their long-t...
from Oct 2019

Wealth Manager, Accredited Investment Fiduciaryã Â

Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprieta...
Nov 1, 2014 — Oct 2019

Financial Advisor

12555 Manchester Rd St, Louis, MO
May 1, 2012 — 2014

Financial Analyst

2007 — 2012

Senior Treasury Analyst

7000 west William Cannon Dr, Austin, TX 78735
2005 — 2007

Senior Financial Analyst

2001 — 2005

Senior Financial Analyst

3000 Hanover St, San Jose, CA
1999 — 2001

Financial Analyst

Austin, TX
Nov 1998 — Dec 1999

Senior Financial Analyst

222 west Merchandise Mart Plz SUITE 1800, Chicago, IL 60654
Feb 1, 1998 — Oct 1, 1998

Financial Analyst

1988 — 1998

Education

Occupations

Executive
Manager
Lawyer
Fiduciary
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Operations Manager
Trust Law Attorney
Lawyer
Sales Representative
Accounting Bookkeeper
Bookkeeper

Skills

Strategic Financial Planning
Financial Analysis
Investments
Financial Modeling
Financial Reporting
Portfolio Management
Finance
Accounting
Financial Services
Insurance
Asset Management
Sarbanes Oxley Act
Forecasting
Risk Management
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