Barrett Scott

Barrett Scott Email and Phone Number

Senior Consultant at Fiducient Advisors, LLC @ Fiducient Advisors
Barrett Scott's Location
Burke, Virginia, United States, United States
Barrett Scott's Contact Details

Barrett Scott personal email

n/a
About Barrett Scott

Barrett Scott is a Senior Consultant at Fiducient Advisors, LLC at Fiducient Advisors. They possess expertise in microsoft office, microsoft excel, microsoft word, powerpoint, customer service and 7 more skills.

Barrett Scott's Current Company Details
Fiducient Advisors

Fiducient Advisors

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Senior Consultant at Fiducient Advisors, LLC
Barrett Scott Work Experience Details
  • Fiducient Advisors
    Senior Consultant
    Fiducient Advisors Apr 2018 - Present
    Mclean, Virginia
    - Supports the firm's Wealth Office (private high net-worth individuals)- Institutional Consultant and point of contact for some of the firm's Association / Not-For-Profit clients- Supports clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management.- Provides support to all aspects of account administration- Facilitates transactions and trades within client portfolios- Responds to client requests in a timely and efficient manner- Performance Analyst for D.C.'s TWO clientsFiducient Advisors strives to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. Learn more at fiducientadvisors.com
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  • Orion Investment Advisors
    Associate
    Orion Investment Advisors Jan 2016 - Apr 2018
    1430 Spring Hill Rd. #320. Mclean, Va 22102
    Responsible for data collection and implementation of Financial Plans for individual clients. Institutional Consultant and point of contact for some of the firm's Association / Not-For-Profit clients. Performance analyst for all Wealth Office clients.Was a member of the firm's Investment Committee.
  • Rbc Wealth Management
    Assistant
    Rbc Wealth Management Apr 2014 - Jan 2016
    Chevy Chase, Maryland
    Responsible for marketing and operational duties for The Gerold Group at RBC Wealth Management.Ran a corporate executive services marketing campaign, creating/organizing a marketing initiative to provide 401k and retirement plan services to RBC banking relationships and new relationships. On-boarded three new relationships through the process while creating the opportunity to work with many more in the future.
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  • Ubs Wealth Management
    Intern
    Ubs Wealth Management Jun 2012 - Aug 2012
    Worked directly for Senior Vice President, in Investing. Duties focused on research and analysis of 200+ of client investment strategies leveraging UBS proprietary and general market resources. Development activities included participation in prospecting calls with senior UBS advisors and creation of portfolio collateral for clients, specifically that which presented critical financial data such as equity pricing trends, P/E, ROE, PSR, etc. Received feedback from sponsor that I added value to the organization by always being prompt, attentive and consistently inquiring about new ideas for market specific investment strategies and opportunities.
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Barrett Scott Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint Customer Service Research Social Media Public Speaking English Time Management Investments Teamwork

Barrett Scott Education Details

  • Clemson University
    Clemson University
    Business Management
  • Wt Woodson Hs
    Wt Woodson Hs
    High School

Frequently Asked Questions about Barrett Scott

What company does Barrett Scott work for?

Barrett Scott works for Fiducient Advisors

What is Barrett Scott's role at the current company?

Barrett Scott's current role is Senior Consultant at Fiducient Advisors, LLC.

What is Barrett Scott's email address?

Barrett Scott's email address is bs****@****ent.com

What schools did Barrett Scott attend?

Barrett Scott attended Clemson University, Wt Woodson Hs.

What skills is Barrett Scott known for?

Barrett Scott has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Social Media, Public Speaking, English, Time Management, Investments, Teamwork.

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