Scott Behman Email and Phone Number

- Worked in the Private Wealth Division for a team transitioning to Morgan Stanley and was responsible for tracking and auditing the movement of over $1.5 Billion of clients assets from the losing firm to the receiving firm utilizing excel spreadsheets- Created and maintained spreadsheets to track equity awards for clients that are section 16 affiliates and officers and advice them on preferable and realistic market prices to exercise options and or sell their company stock- Learned rules, guidelines, strategies, and the history of the IRS 10B5-1 selling plans for establishing and implanting 10B5-1 selling plans- Responsible for setting up the client files, by implementing and organizing the system to a fully electronic and chronological filing system- Used my knowledge of technology and security to implement a team-wide password manager to secure and organize our advisors information. This entailed gathering, recreating, and deleting all void log-ins for over 150 accounts

- Led catering operations at the 2022 U.S. Open hosted by The Country Club alongside a team of 30 workers- Allocated $300,000+ worth of beverage shipments to various locations along the course, meeting strict deadlines, working 80+ hourwork weeks and successfully supplying a 7-day event with over 200,000 attendees- Spent the following two weeks running and disassembling the Senior U.S. Open in Pennsylvania