Scott Shulman

Scott Shulman Email and Phone Number

Managing Director - Investments at Oppenheimer & Co. Inc. @ Oppenheimer & Co. Inc.
new york, new york, united states
Scott Shulman's Location
Washington, District of Columbia, United States, United States
Scott Shulman's Contact Details

Scott Shulman work email

Scott Shulman personal email

n/a
About Scott Shulman

For over 30 years, Scott Shulman has assisted clients in working towards their goals through conservative income and growth strategies. He is a Senior Portfolio Manager in Oppenheimer’s OMEGA Group, which empowers him to actively manage his clients’ wealth.His career path and educational background have well-prepared him for his work. At the University of Maryland, from which he graduated with a Bachelor of Science degree in 1982, his studies included accounting, business law, finance, economics and investing.After working for a national securities firm for over a decade, he joined Ferris, Baker Watts in 1996. Scott rose to chair its advisory board in 1999 and to serve as a director of its General Board for over a decade, starting in 2000. He joined Oppenheimer in 2011. Scott has redefined a sophisticated, 5-step process to identify and manage high quality investments that seek to provide portfolio growth during a client’s working years, and a potentially rising income stream throughout retirement.General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65). I am licensed in the following states: MD, DC, VA, FL, NY, NJ, AZ, AK, CA, DE, MI, NV, NC, OR, PA, RI, TN, UT, WA, WV. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Scott Shulman's Current Company Details
Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc.

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Managing Director - Investments at Oppenheimer & Co. Inc.
new york, new york, united states
Website:
opco.com
Employees:
2663
Scott Shulman Work Experience Details
  • Oppenheimer & Co. Inc.
    Managing Director - Investments
    Oppenheimer & Co. Inc. Aug 2011 - Present
    Washington, D.C.
  • Ferris, Baker Watts / Rbc Wealth Management
    Senior Vice President
    Ferris, Baker Watts / Rbc Wealth Management Jan 1996 - Aug 2011
    Rockville, Md

Scott Shulman Skills

Fixed Income Strategies Wealth Preservation Strategies Wealth Management Services Tax Efficient Strategies Risk Management Strategies Financial Advisory Estate Investment Strategies

Scott Shulman Education Details

  • University Of Maryland, College Park
    University Of Maryland, College Park
    Bachelor Of Science

Frequently Asked Questions about Scott Shulman

What company does Scott Shulman work for?

Scott Shulman works for Oppenheimer & Co. Inc.

What is Scott Shulman's role at the current company?

Scott Shulman's current role is Managing Director - Investments at Oppenheimer & Co. Inc..

What is Scott Shulman's email address?

Scott Shulman's email address is sc****@****pco.com

What schools did Scott Shulman attend?

Scott Shulman attended University Of Maryland, College Park.

What skills is Scott Shulman known for?

Scott Shulman has skills like Fixed Income Strategies, Wealth Preservation Strategies, Wealth Management Services, Tax Efficient Strategies, Risk Management Strategies, Financial Advisory, Estate Investment Strategies.

Who are Scott Shulman's colleagues?

Scott Shulman's colleagues are Kenneth Raynie, Courtney Mygatt, Jim Miles, Kenkel A, Ramnarase Seeta, Sanford Haber, Cheree Hansen.

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