Scott Eckstein Email & Phone Number

Gilbert, AZ, US

Scottsdale, Arizona

Gilbert, Arizona

Junior Agent (CRM), responsible for processing all investment applications and necessaryfollow up through delivery. Main point of contact for clients and servicing accounts/account additions. Developed marketing initiatives and created trackable platforms across firm. Met with clients to uncover additional investment or financial needs as well as life.

Gilbert, Arizona

As a Senior Banker, I transitioned higher net worth clients from retail banking to banking within Merrill Lynch's Preferred Client service strategy. Responsible for client retention and account management. Established life-long banking relationships with clients through building rapport, follow up, changes in financial direction and estate planning.

Phoenix, Arizona

Responsibilities included enrollment and successful completion of degree seeking students within the college of Nursing and Healthcare Studies. Fielding and tracking all inbound prospects as well as database management of 500+ students. Created attainable and trackable timelines for completion of degree programs based around each student's unique.

Gilbert, Arizona

DBM, responsible for the growth and success of five branches within the Gilbert and Mesa area. Initiated new business strategies that created additional opportunities for revenue generation and client retention based around low performing targeted metrics.