Robert E. Scott Mba Email & Phone Number

Sandy, Ut, Us

Salt Lake City, Utah

As a Designated Rollover Specialist at E*Trade Securities, I assist over 84 different representatives and their Branch Managers in completing client rollovers of their 401k, 403b, 457b, and pension plans to their IRA accounts at E*Trade. With my years of experience with the different retirement plan vendor in the industry, I am ensure that 95% or more of the client rollovers are done within a month of the decision of the client to rollover. I am also a Certified Retirement Planning Consultant.

Retired from the industry

Salt Lake City , Uath

Senior Financial Services Representative in the Tax & Retirement Department. Assisted Clients on setting up Individual 401k plans, Sep-Ira's, Simple-Ira's, Traditional Ira's, Rollover Ira's, and Roth Ira's. During Q2 of 2011, I received the Quarterly Achievement Award for Client Engagement.

Salt Lake City, Utah

work as in-bound Stock broker assisting clients with questions on using the E*Trade website, assisting on trading transactions, Account sets ups, and dealing with client issues. Noted for Sales Lead generation in three quarters.

As the most senior member on the Retirement Planing Group team, recognized as the " go to" guy for answers, retained over $500+ Million in rollovers, also an Registered Investment Advisor Rep and Income planner. Resolved escalated and complex client issues, achieved thirteen years of error free trading. Also stood in for phone team lead and management. Briefly managed a team of temporary employees.

I was one of the founding members of the Retirement Planning Group, which existed from 1998 until 2009 when Fidelity Investments, Tax-Exempt disbanded its entire phone group and transfered its operations to FESCO (Fid. Inv. Employer Services co.) out in New Hampshire. Our group was focused on High balance customers approaching retirement or customers already retired. I was also a Registered Investment Advisor Representative and could do investment planning via Fidelity's Retirement Plan Manager service. I also did Fidelity Income planning service and did engaged in the selling of Income annuities directly to participants in the retirement plans.

A Specialist focused on resolving client service issues that arose on clients accounts. Also manned a help desk for assisting new representatives to resolve customer situations.

Worked in Mutual Fund Service department, did fund exchanges, redemptions, quotes and balances, provided customer requested services on non-retirement and retirement accounts. Member of the Retirement Pipeline group, acting as a back up to regular retirement representatives.

Sold boxed candy and seasonal candies to large retail stores, such as Fred Meyer, Smiths Food and Drug, and Harmons.