Scott Marcus Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina Area

Working with Charles Schwab advisors and their clients to design customized life insurance, disability, and long term care insurance solutions, often relating to estate planning, wealth transfer, supplemental retirement income, and business planning

Charlotte, North Carolina Area

BB&T acquired Crump Life Insurance Services in April 2012. Insurance Strategists in the BB&T LIS division create customized life insurance, disability, and long-term care insurance solutions for clients through BB&T's network of Wealth Advisors, Financial Counselors, and Scott & Stringfellow representatives.

Charlotte, North Carolina Area

Crump is the largest wholesale insurance broker in the United States. The company was acquired by BB&T in April 2012.The LifeSource Division formed partnerships with insurance agents and other financial professionals and enabled them to offer life insurance to their clients.

Charlotte, North Carolina Area

The Worrell Agency (Northwestern Mutual) has its main location in South Charlotte and regional locations in North Charlotte, Winston-Salem, Charleston SC, Greenville SC, Columbia SC, and Augusta GA.As Director of Operations for North Charlotte, I was responsible for the day-to-day activity of the office, including compliance, agent support, staff.

Charlotte, North Carolina Area

The Worrell Agency (Northwestern Mutual) has its main location in South Charlotte and regional locations in North Charlotte, Winston-Salem, Charleston SC, Greenville SC, Columbia SC, and Augusta GA.Supported Walter F. Putnam, CLU, ChFC, CFP in the South Charlotte Office. Walter is an experienced Wealth Management Advisor with a high-net worth client base.

Newark, Delaware

Prior to its acquisition by Bank of America in 2006, MBNA had become the world's largest independent credit card lender and was a pioneer in affinity marketing and credit decisioning strategies.

Charlotte, North Carolina Area

Developed and executed Private Banking cross-sell test. Created business plan, calling list, marketing materials, sales scripts, and tracking mechanisms.

Newark, Delaware

Completed extensive writing and editing assignments, including 5-year Strategic Plan, articles for company periodicals, announcements, confidential memos to other senior executives, and in-depth research.

Newark, Delaware

Helped Fraud prevent over $2 million in losses during the last 6 months of 2002. Identified unauthorized loan brokers on MBNA.com and partnered with Law to create and send “cease and desist” orders. Managed two people (1 Officer, 1 Exempt).

Newark, Delaware

Re-vamped sales partner approval and contract processes. Carelessness in these processes had led to major financial loss and exposure. Rebuilding of processes resulted in decreased losses, reduced exposure, and a greater level of management buy-in during the approval stage.

Newark, Delaware

Coordinated the implementation of internet-based credit applications for 30 sales partners.

Newark, Delaware

Managed as many as 17 representatives in Customer Satisfaction. Developed several representatives to promotions, and maintained lasting mentoring relationships.

Newark, Delaware

Rotated through every major business area of the company, working side-by-side with people in each department, interacting with all levels of management, completing research and presentations, and participating in community service events. Gained extensive front-line business experience: Credit, Customer Satisfaction, Collections, Mortgage, etc.

B.A., Communication

Activities and Societies: Five different singing groups; University Theatre; Sports Anchor for WAKE-TVPresidential Scholar; Communication.

High School

High School