Scott Hartzell Email and Phone Number
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Scott Hartzell is a Financial Planning Associate at The Advocate Group at The Advocate Group. He possess expertise in organizational leadership, problem solving, communication, collaborative leadership, social media and 3 more skills.
The Advocate Group
View- Website:
- theadvocategroup.com
- Employees:
- 15
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Financial Planning AssociateThe Advocate Group Apr 2021 - PresentMinnetonka, Minnesota, United States
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Cash Application SpecialistGreatamerica Financial Services May 2019 - Apr 2021• Process and post ACH, online, and credit card payments daily in InfoLease• Balance payment postings in InfoLease to online ledger at end of day• Utilize Salesforce to communicate internal team requests and track progress• Utilize Excel to pull data from online payment system and create reports by payment type• Facilitate customer needs via email and phone -
Student Tax AssistantSmith Accounting Jan 2019 - Apr 2019Iowa City, Iowa Area• Prepared preliminary tax returns by accurately entering client data on Drake Tax software• Organized client documents and scanned into online filing system• Learned new processes and laws for Iowa State and Local tax returns• Worked with accountants to understand the deductibility of special/extraordinary expenses
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Intern/Banker Trainee - Wealth ManagementRepublic Bank Of Chicago May 2018 - Aug 2018Oak Brook, Il• Utilized applications such as Word, Excel and Outlook to complete letters and memos, data entry, spreadsheets, and scheduling appointments• Worked with licensed bankers to learn more about products and opportunities the bank offers • Learned from financial advisors about the different planning services/products provided• Attended client meetings to help assess a client’s needs and comfortability with risk/products• Utilized advisor’s online software to build personalized… Show more • Utilized applications such as Word, Excel and Outlook to complete letters and memos, data entry, spreadsheets, and scheduling appointments• Worked with licensed bankers to learn more about products and opportunities the bank offers • Learned from financial advisors about the different planning services/products provided• Attended client meetings to help assess a client’s needs and comfortability with risk/products• Utilized advisor’s online software to build personalized product plans for clients (529 plan) Show less -
Cashier AssistantIowa Memorial Union Business Office Aug 2017 - May 2018Iowa City, IowaProcess cash bags, pack cash bags for University of Iowa Memorial Union restaurants and student organizations.
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Field SpecialistKelly Kare Lawn Maintenance, Inc. May 2012 - Aug 2016Batavia, IlMowing lawns, spreading mulch, edging beds, fall leaf clean up, bush trimming, lawn repair and seeding -
RefereeUniversity Of Iowa Intramurals Sep 2015 - May 2016Iowa City, Iowa - University Of IowaRefereeing flag football and basketball
Scott Hartzell Skills
Scott Hartzell Education Details
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Batavia Senior High School
Frequently Asked Questions about Scott Hartzell
What company does Scott Hartzell work for?
Scott Hartzell works for The Advocate Group
What is Scott Hartzell's role at the current company?
Scott Hartzell's current role is Financial Planning Associate at The Advocate Group.
What is Scott Hartzell's email address?
Scott Hartzell's email address is sh****@****ica.com
What is Scott Hartzell's direct phone number?
Scott Hartzell's direct phone number is +133157*****
What schools did Scott Hartzell attend?
Scott Hartzell attended The University Of Iowa Tippie College Of Business, Batavia Senior High School.
What are some of Scott Hartzell's interests?
Scott Hartzell has interest in Children.
What skills is Scott Hartzell known for?
Scott Hartzell has skills like Organizational Leadership, Problem Solving, Communication, Collaborative Leadership, Social Media, Spanish, Budgeting, Budget Analysis.
Who are Scott Hartzell's colleagues?
Scott Hartzell's colleagues are Dylan Ibarra, Emily Meisinger, Cfp®, Penny Dyess, Fiona Foo, Salman Mekrani, Sabrina K., Ethan Baumgartner.
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