Scott Sabo Email & Phone Number

San Diego, California, United States

With 20+ years in the financial services industry, the role of Senior Relationship Strategist positions me to develop strategies for affluent individuals, families and successful business owners through implementing comprehensive investment, wealth management, credit and wealth transfer planning. By utilizing a team of expert partners, I provide in depth knowledge of products and deliver exceptional service to our clients. Through listening and discovery, staying in tune with market changes, providing advise and guidance, I help clients find solutions for today while preparing them for anything the future may hold.

Carlsbad, California, United States

As a Regional Lending Director, I work directly with financial advisors and their clients meet their lending or liquidity needs while partnering with all areas of the affluent client space and Private Bank. While specializing in securities based lending, commercial, custom credit and other lending products, I also connected financial advisors with Private Bankers, Trust and Estate services, Philanthropic, Business Banking, Wealth and Investment Management and many other strategic partners.

San Diego, Ca

Over the past 15 years I have successfully helped thousands of households across the country realize their dream of home ownership. I have been involved in all aspects of the mortgage business during my career. I have been a Branch Manager for Equity Plus, Inc and the General Manager for Vantex Mortgage Group. I was personally responsible for training hundereds of loan officers in the mortgage arena and made sure all files that passed through our branches were quality submissions. I was a top producer for years by utilizing my underwriting skillset for high net worth borrowers.

National

Greater San Diego Area

Greater San Diego Area

Marketing, Marketing/Economics

Education record