Scott Welch's Email & Phone Number

💼 Past Experience

Scott CIMA has over 18 years of financial industry experience. Starting out in the investment industry in 1982 as a Briefing Representative with J.P. Morgan Securities, Scott has played an important role in many high-profile transactions, chairs banks’ investment committees, and has appeared regularly before the SEC. He is also the author of numerous books and articles on investments, financial planning, and retirement planning.He holds a B.S. in Business Administration from the University of Notre Dame and a M.B.A. from George Washington University.

🎓 Education

From his undergraduate education at the University of Massachusetts at Amherst, Scott CIMA® graduated in 2009 with a degree in business information systems. After two years of unpaid internship, he was hired as a marketing intern at a tech consulting company.Scott CIMA® then spent two and a half years as an intern at the Wharton School at the University of Pennsylvania, where he earned a masters in business strategy. After completing his masters degree, he joined the sales team of a small technology company.Scott CIMA® then transferred to the marketing division of an energy company where he worked for three years. Finally, in 2013, he joined the marketing team at an electric utility company.Since joining the marketing team at the electric utility company, Scott CIMA® has developed and implemented marketing strategies for a number of new products and services. He has also gained experience working with a variety of customer service and product problems.However, Scott CIMA®'s most recent experience has been working on a new sales Training program for the company's customers. The program is designed to help employees develop more sales skills and knowledge. Scott CIMA® is very excited about this new program and anticipates that it will help the company reach its marketing goals.

💡 Technical & Interpersonal Skills

Scott CimA® has a number of professional accomplishments, including Chief Investment Officer - Model Portfolios at WisdomTree Asset Management, Head of Investment Research & Strategy at Lydian Wealth Management, Managing Director at The Globecon Group, Vice President at Swiss Bank Corporation.