Scott A. Stanley, Cima Email and Phone Number
Scott A. Stanley, Cima work email
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Scott A. Stanley, Cima personal email
mobile: 805-635-5899 email: scott.stanley@eatonvanceus.comExperienced wholesaler with years of relationships built with Financial Advisors across Wires, Independent broker/dealers, RIA's and Banks.
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Regional DirectorEaton Vance Sep 2023 - PresentBoston, Ma, Us -
Regional ManagerEaton Vance Sep 2023 - PresentBoston, Ma, UsMSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLC.All posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA's BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT -
Senior Vice President- Regional Investment ConsultantHarbor Capital Advisors, Inc. Oct 2022 - Sep 2023Chicago, Il, Us -
DirectorApollo Global Management Inc. Mar 2022 - Oct 2022New York, New York, Us -
Senior Vice PresidentGriffin Capital Securities, Llc Sep 2021 - Mar 2022
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Advisor ConsultantNew York Life Investments Oct 2020 - Sep 2021New York, Ny, Us -
Managing Director - Advisor Consultant | N.Ca & HiNuveen Feb 2010 - Oct 2020New York, Ny, Us• External Wholesaler representing Nuveen US Wealth Advisory Services for Northern California and Hawaii• Channel coverage includes Wires, IBD, RIA, Bank• Distribute open ended mutual funds, closed end funds, separately managed accounts, ETFs and alternative investments -
Wealth Management SpecialistMerrill Lynch 2005 - 2009New York, Ny, Us• Provided ML Private Bank (PBIG), Private Wealth Advisors, Private Client Advisors and International Advisors with advice, guidance and expertise on the ML Managed Solutions platforms -
Producing Sales Manager/Financial AdvisorMerrill Lynch 1995 - 2005New York, Ny, Us• Successfully built financial advisor practice while also acting as the Producing Complex Sales Manager
Scott A. Stanley, Cima Skills
Scott A. Stanley, Cima Education Details
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California State University, BakersfieldEconomics / Finance -
University Of California, BerkeleyHaas School Of Business Certificate Program
Frequently Asked Questions about Scott A. Stanley, Cima
What company does Scott A. Stanley, Cima work for?
Scott A. Stanley, Cima works for Eaton Vance
What is Scott A. Stanley, Cima's role at the current company?
Scott A. Stanley, Cima's current role is Executive Director | Regional Director Northern California / Hawaii.
What is Scott A. Stanley, Cima's email address?
Scott A. Stanley, Cima's email address is ss****@****tal.com
What schools did Scott A. Stanley, Cima attend?
Scott A. Stanley, Cima attended California State University, Bakersfield, University Of California, Berkeley.
What are some of Scott A. Stanley, Cima's interests?
Scott A. Stanley, Cima has interest in Huntington, Fly Fishing, Boarding.
What skills is Scott A. Stanley, Cima known for?
Scott A. Stanley, Cima has skills like Mutual Funds, Wealth Management, Series 7, Alternative Investments, Strategic Financial Planning.
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