Scott is a financial expert with over 20 years of experience including an extensive banking background supporting the financial operations and growth of businesses across the size spectrum. He most recently has spent the last two years as a Vice President at Bank of America and previously held VP roles at BBVA and Wells Fargo. He is a demonstrated leader who analyzes financial data and delivers actionable solutions. Throughout his tenure, Scott has managed various projects to simplify complex processes and has a proven track record of supervision, formal management, and mentorship of team members. He holds a Bachelor’s Degree in Finance with a minor in Political Science from Miami University of Ohio. Always a life-long learner, Scott holds the coveted CFA Charterholder designation and recently completed both NFA Series 3 and Securities Industry Essentials (SIE) exams.
Outside of the office, Scott is an exercise enthusiast who is passionate about living a healthy life. He is dedicated to supporting non-profits focused on environmental awareness and animal rights, providing both volunteer time as well as funding. He currently resides in Scottsdale with his wife, Jill.