Brett Scott Email and Phone Number
Brett Scott work email
- Valid
Brett Scott personal email
Brett Scott phone numbers
Brett Scott is a AVP; Institutional Portfolio Manager at Bank of America Private Bank. He possess expertise in problem solving, team leadership, economics, organization skills, leadership and 5 more skills. Colleagues describe him as "I met Brett during his freshman year at Elon when I was an upper-school student and we had an Ethical Decision Making course together. Brett's eagerness to learn and dedication to his personal success were inspirational coming from a first-year student. I have no hesitation in predicting that Brett will be successful in any and all endeavors he wishes to take part in. If I can be of any assistance in speaking to Brett's personal character, please feel free to contact me."
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
-
Bank Of America Private BankCharlotte, Nc, Us
-
Avp; Institutional Portfolio ManagerBank Of America Private Bank Jan 2024 - PresentNew York, New York, Us* Manage customized, discretionary portfolios for non-profit entities as a full service OCIO provider.* Facilitate conversations with investment committees & boards around portfolio construction, manager selection, and the portfolio’s performance in context of the macroeconomic environment and appropriate benchmarks.* Meet with investment managers to perform due diligence and determine fit within institutional client portfolios.* Oversee transition management to ensure smooth onboarding and proper implementation into new allocations & strategies.* Proactively engage clients with timely thought leadership, new solutions, and other relevant updates.* Drive business growth through organic relationship deepening and winning Request for Proposal (RFP) searches.* Connecting with clients where they are - traveling as needed to meet in person with institutions nationally. -
Portfolio Management Senior Associate, Institutional InvestmentsBank Of America Private Bank Mar 2022 - Jan 2024New York, New York, Us• Assist portfolio managers in delivering OCIO services to endowments, foundations, charities, and other non-profit entities.• Fulfill operational duties including trading & rebalancing, compliance monitoring, and client presentation reviews.• Perform market and solution research, portfolio construction analysis, and present on findings to clients and internal teams.• Collaborate on the completion of RFP materials for prospective & current clients.• Design and implement procedures for client service, manager research, and other ad-hoc projects alongside management.• Develop investment memos on portfolio recommendations and market environment positioning.• Mentor and empower junior associates within the team, analyst program, and firm as a whole.
-
Wealth Management AnalystBank Of America Private Bank May 2020 - Aug 2022New York, New York, Us• Completed a rotational program with four roles – relationship management, trust & estate planning, ultra-high net worth investments, and institutional portfolio management.• Summarized Chief Investment Office calls and reports, researched fund managers, presented investment analysis directly to clients and prospects, and maintained compliance needs for portfolio managers.• Executed banking and disbursement transactions to facilitate liquidity needs for clients.• Directed projects designed to streamline workflow, break down internal silos, and provide feedback on the operating processes for each group. These were presented to internal teams and executives.• Upon graduation from the program, served as a Wealth Management Associate and continued to guide the program direction with feedback and mentorship. • Joined the bank early in May 2020 to help assist with PPP loan processing, and additionally supported the bank during the second round of emergency lending in January 2021.
-
Incoming AnalystBank Of America Private Bank Sep 2019 - Apr 2020New York, New York, Us
-
Global Wealth And Investment Management Summer AnalystBank Of America Private Bank Jun 2019 - Aug 2019New York, New York, Us• Immersed myself in a mini-rotational program, rotating through segments in relationship management, trust, and investments while participating in program wide leadership calls and projects.• Delivered multiple presentations to leadership demonstrating an understanding of the bank’s value pitch and opportunity set.
-
Campus Visit Leadership TeamElon University May 2019 - May 2020Elon, Nc, Us- In a leadership role within the Admissions office, coordinated the interview, training, and continued education process for all University Guides.- Led and hosted seminars during admission events, primarily within the Martha and Spencer Love School of Business -
University GuideElon University Nov 2017 - Apr 2020Elon, Nc, Us- Facilitated the campus tour & admission event experience for prospective students and families
-
President, Elon Microfinance InitiativeElon University - Martha And Spencer Love School Of Business Sep 2016 - May 2020Elon, Nc, UsTook an executive role in overseeing the club's three functions: - Make microcredit loans through Kiva - Pursue a capstone project with legitimate impact - Engage in service opportunities in the communityManaged over 300% growth in active membershipEnsured productivity, value added to the world and the Elon community -
Business FellowElon University - Martha And Spencer Love School Of Business Aug 2016 - May 2020Elon, Nc, Us- Awarded one of seven fellows merit scholarships from 312 qualified applicants.- Engaged in cohort classes/experiences, which included serving as the portfolio manager on a portion of the endowment.- Participated in an immersive study abroad program in the United Arab Emirates in Dubai and Abu Dhabi.
-
Summer AnalystBny Mellon Jun 2018 - Aug 2018New York, Ny, Us• Created a compliance oversight program for Transfer Agency (SEC) regulatory requirements.• Engaged with fellow Summer Analysts in a cross-functional project competition on employee resource integration, which we eventually presented to an executive steering committee as finalists. -
Summer InternNew Tripoli Bank May 2017 - Aug 2017New Tripoli, Pa, Us -
BakerPhilly Pretzel Factory Jun 2014 - Aug 2016Bensalem, Pennsylvania, Us
Brett Scott Skills
Brett Scott Education Details
-
Elon University - Martha And Spencer Love School Of BusinessAccounting And Economics Double Minor
Frequently Asked Questions about Brett Scott
What company does Brett Scott work for?
Brett Scott works for Bank Of America Private Bank
What is Brett Scott's role at the current company?
Brett Scott's current role is AVP; Institutional Portfolio Manager.
What is Brett Scott's email address?
Brett Scott's email address is br****@****ica.com
What is Brett Scott's direct phone number?
Brett Scott's direct phone number is +161057*****
What schools did Brett Scott attend?
Brett Scott attended Elon University - Martha And Spencer Love School Of Business.
What skills is Brett Scott known for?
Brett Scott has skills like Problem Solving, Team Leadership, Economics, Organization Skills, Leadership, Project Management, Customer Service, Public Speaking, Microsoft Excel, Time Management.
Who are Brett Scott's colleagues?
Brett Scott's colleagues are Rachel Menezes, Jabrayil Namazov, Srikar Nallavolu, Trevon Nolan, Molly Howard, Melissa Yanchak, Richard Clemens.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial