finance manager at guardtop llc@ GuardTop, LLC
Corona del Mar, California, United States
Brendan Scott
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Baylor University
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FlashIntel GPTBrendan Scott is a highly experienced finance professional with 12.9 years of work experience. He possesses a wide range of skills including customer service, financial analysis, investments, finance, and public speaking. Based in the United States, Brendan is currently working as a Finance Manager at GuardTop, LLC. He is dedicated to assisting customers with their financial needs and providing full-balance sheet banking to affluent customers. Brendan is known for his ability to identify and develop strategies to address their goals and address their financial needs. With a background in Economics and Marketing from Baylor University, he holds a Life Accident and Health Insurance Agent License and FINRA 7 and 66 registrations.
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About
At Wells Fargo, my vision is to satisfy all my customers * financial needs and help them succeed financially. I provide full-balance sheet banking to affluent customers and manage a portfolio of complex account relationships. I take the time to identify each goal and develop the strategy to address it. I received my undergraduate degrees in Economics and Marketing from Baylor University in Waco, Texas. I hold my Life Accident and Health Insurance Agent License, and FINRA 7 and 66 registrations.
...See MoreWork Experience
finance manager at guardtop llc
Construction
Brendan Scott's Professional Milestones
- Loan Officer (2013-11-01~2014-09-01): Achieved zero loan losses, ensuring the approval and release of key assets.
- Financial Advisor (2014-09-01~2018-04-01): Provided accurate financial insights to clients, promoting their financial success and financial security.
Education
Economics,
Marketing,
Bachelors,
Bachelor Of Business Administration
2006-2010Skill
Customer Service
Financial Analysis
Investments
Finance
Public Speaking
Marketing Strategy
Research
Sales
Strategic Planning
Economic Modeling
Financial Services
Leadership
Event Planning
Management
Marketing
Certification
Colleagues
Bob Koleas
Chief Executive Officer
Ryan Ramstack
customer relations manager at guardtop llc
Taylor Robustelli
Office Manager | Executive Assistant
Jeff Luzar
vice president-sales guardtop llc
Laura Koleas
owner president at guardtop llc
Other Named Brendan Scott
Frequently asked questions
We found 2 Brendan Scott's email addresses
We found 1 Brendan Scott's phone numbers
Brendan Scott's social media include: Linkedin,
Brendan Scott works for GuardTop, LLC
Brendan Scott's role in GuardTop, LLC is finance manager at guardtop llc
Brendan Scott works in the industry of Construction
Brendan Scott's colleagues are Bob Koleas,Ryan Ramstack,Taylor Robustelli
Brendan Scott's latest job experience is finance manager at guardtop llc at GuardTop, LLC
Brendan Scott's latest education in Baylor University
