With work experience over six years, this expert is nowadays working at John Hancock Investments situated in 499 as a Investment Product Manager. Scott received his education from 2005 to 2009 at the Trinity College - Hartford. This professional is a qualified professional, that is proven by qualifications : Cfa Charterholder, Chartered Insurance Institute, and Cfa Institute. This professional can be found in Boston, Massachusetts. To contact with Scott, you can look for their phone or email address or receive additional info by requesting access to this professional's additional details on SoftwareOfficial.
Name variants:
Scotty Sample
Last updated Jun 18, 2024
Contact Information
Workplace
Colleagues
Work History
Investment Product Manager
601 Congress Street Brg, Boston, MA 02210
from Oct 2018
Manager Advisory
Investment Planning and Execution for International Client Base
Portfolio Management
Pension Transfers
Wealth Creation and Protection
Offshore Banking Solutions
Higher Education Fee Pl...
Sep 2010 — Dec 2015
Business Development Manager
Responsible for maintaining and assisting private clients along side a senior wealth manager. Proven ability in account management, identifying needs and qualification procedures. Trained an...
Jan 2010 — Aug 2010
Wealth Management - Intern
3500 Packerland Dr, De Pere, WI 54115
Sep 2008 — Dec 2008
Data Analyst - Intern
601 Congress Street Brg, Boston, MA 02210
Jun 2008 — Aug 2008
Education
Occupations
Executive
Produce Manager
Group Manager
Production Manager
Chief Executive
Skills
Portfolio Management
Business Development
Investments
Pensions
Customer Service
Strategic Planning
Wealth Management
Sales