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Scott Campbell Email & Phone Number
Partner Success Manager - Wealth Management
at
Tandems
1 work email found
@assetmark.com
1 phone found area 480
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner Success Manager - Wealth Management
Location
Greater Phoenix Area, United States, United States
Who is Scott Campbell? Overview
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Quick answer
Scott Campbell is listed as Partner Success Manager - Wealth Management at Tandems, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 480, and a matched LinkedIn profile for Scott Campbell.
Scott Campbell previously worked as Client Engagement and Success Manager - Institutional at Addepar and Client Engagement & Success Manager - Institutional at Addepar. Scott Campbell holds Master Of Business Administration (Mba), 3.97 from W. P. Carey School Of Business – Arizona State University.
Company email context
Email format at Tandems
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{first}.{last}@assetmark.com
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Profile bio
About Scott Campbell
As a financial professional experienced in driving successful adoption of new technology, I have a proven track record of delivering efficient solutions that enhance productivity and streamline workflows. Through effective collaboration and personalized support, I have successfully introduced and implemented innovative technologies that improve efficiency and client satisfaction. By leveraging a comprehensive strategy that includes hands-on training, live-demonstrations, and ongoing support, I have fostered trust and confidence with partner leadership, ensuring smooth transitions and high adoption rates. My ability to gather feedback, address concerns, and continuously refine technology offerings has resulted in increased engagement and improved business outcomes.
Listed skills include Series 7, Series 66, Investments, Financial Analysis, and 60 others.
Current workplace
Scott Campbell's current company
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8 roles
Scott Campbell work experience
A career timeline built from the work history available for this profile.
Client Engagement And Success Manager - Institutional
Client Engagement & Success Manager - Institutional
CurrentAddepar is a rapidly growing tech and data company that delivers software and tools to empower investors to make smarter, more informed decisions.
Nov 2023 - Present
Engagement Manager
Consulted and collaborated with the management of SigFig's various financial institution partners on sales strategies, product feature roadmaps, and reducing friction in the distribution of their product shelf.Strategized with SigFig leadership to generate repeatable/scalable best practices to drive digital conversion.Built strong relationships with.
Jun 2020 - Jun 2023
Senior Financial Advisor
Apr 2017 - Jun 2020
International Account Specialist
Assist international clients in establishing their investment accounts. Educate clients on the international regulatory and compliance issues associated with investing in the United States.
Oct 2016 - Mar 2017
Financial Solutions Advisor
Acted as Advisor for the Merrill Edge Preferred Relationship Consultant team (EPRC). Focused on deepening banking and investment relationships and providing tailored advice and guidance to customers with 50K or more in investable assets. Demonstrated strong awareness of enterprise-wide opportunities and leveraged business knowledge to determine appropriate.
Mar 2014 - Aug 2016
Client Operations Associate
Chosen as Team Lead for company-wide initiative that restructured the evaluation metrics for Investment Associates. Based on high-level performance, selected as point of contact for Fisher’s largest custodian and their mutual funds custodian. As member of the mentor program, provided new hires with training and assistance. Consistently finished in the top.
Mar 2013 - Mar 2014
3 education records
Scott Campbell education
Master Of Business Administration (Mba), 3.97
Bachelor Of Arts (B.A.), Interdisciplinary Studies With A Concentration In Small Business Administration
General Education Requirements
FAQ
Frequently asked questions about Scott Campbell
Quick answers generated from the profile data available on this page.
What company does Scott Campbell work for?
Scott Campbell works for Tandems.
What is Scott Campbell's role at Tandems?
Scott Campbell is listed as Partner Success Manager - Wealth Management at Tandems.
What is Scott Campbell's email address?
AeroLeads has found 1 work email signal at @assetmark.com for Scott Campbell at Tandems.
What is Scott Campbell's phone number?
AeroLeads has found 1 phone signal(s) with area code 480 for Scott Campbell at Tandems.
Where is Scott Campbell based?
Scott Campbell is based in Greater Phoenix Area, United States, United States while working with Tandems.
What companies has Scott Campbell worked for?
Scott Campbell has worked for Tandems, Addepar, Sigfig, Charles Schwab, and Bank Of America Merrill Lynch.
How can I contact Scott Campbell?
You can use AeroLeads to view verified contact signals for Scott Campbell at Tandems, including work email, phone, and LinkedIn data when available.
What schools did Scott Campbell attend?
Scott Campbell holds Master Of Business Administration (Mba), 3.97 from W. P. Carey School Of Business – Arizona State University.
What skills is Scott Campbell known for?
Scott Campbell is listed with skills including Series 7, Series 66, Investments, Financial Analysis, Financial Services, Financial Planning, Wealth Management Services, and Finance.
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