External Wholesaler, Regional Vice President
CurrentPartner with and empower advisors in WA, ID, MT, WY and CO.
Dec 2024 - Present
AeroLeads people directory · profile
Scott Steele Email & Phone Number
Senior Sales Executive Financial Services
at
SmartTrust®
1 work email found
@calamos.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Sales Executive Financial Services
Location
Bellingham, Washington, United States
Company size
Who is Scott Steele? Overview
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Quick answer
Scott Steele is listed as Senior Sales Executive Financial Services at SmartTrust®, a company with 16 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at calamos.com and a matched LinkedIn profile for Scott Steele.
Scott Steele previously worked as External Wholesaler, Regional Vice President at Smarttrust® and Vice President, Wealth Strategies Advisor at Heritage Wealth Strategies. Scott Steele holds Bachelor Of Arts (Ba), Economics/Finance from University Of Maryland Baltimore County.
Company email context
Email format at SmartTrust®
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{first}@calamos.com
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AeroLeads found 1 current-domain work email signal for Scott Steele. Compare company email patterns before reaching out.
Profile bio
About Scott Steele
Scott Steele is a Senior Sales Executive Financial Services at SmartTrust®. He possess expertise in mutual funds, separately managed accounts, alternative investments, financial advisory, series 7 and 16 more skills. He is proficient in Strong working knowledge of Spanish although not currently fluent..
Listed skills include Mutual Funds, Separately Managed Accounts, Alternative Investments, Financial Advisory, and 17 others.
Current workplace
Scott Steele's current company
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Smarttrust®
8 roles
Scott Steele work experience
A career timeline built from the work history available for this profile.
Vice President, Wealth Strategies Advisor
Heritage Wealth Strategies
Heritage Wealth Strategies is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the.
Dec 2021 - Apr 2024
Svp Of Network Development Western Division
May 2020 - Dec 2021
Divisional Director, Vice President
Manage, oversee, and create sales strategy and execution for an Intermediary Sales Team for the Western Division of Calamos Investments. I work with 8 top tier sales professionals covering a geographic area spanning from the Mississippi River to the Pacific Coast, Alaska and Hawaii. Develop and coach sales professionals with an emphasis on professional.
Mar 2012 - Feb 2020
Investment Consultant
Managed and executed the sales effort in the Mid-Atlantic Territory (MD, DE,DC,VA) for Calamos Investments. Represented, sold and retained Calamos mutual fund business and client relationships within the Intermediary Channel. Covered all channels including, Wirehouses, Independent and RIA channels.
Jun 2006 - Feb 2020
Senior Vice President
Represented and sold TCW Separately Managed Account capabilities to top-tier Financial Advisors and RIAs in a 23 state territory covering Eastern Canada to the Carribean. Built TCW presence through targeted marketing and sales efforts aimed at the highest level professionals in the industry. Covered all channels including Wirehouses, Independents and RIAs.
Jun 2000 - Jun 2006
Vice President
Marketed and sold the Flag Investors Funds to all Intermediary Channels - Wirehouses, Regional, Independent, Bank and RIA, in a 4 state territory, MD, DE, NJ and PA. Responsible for sales growth in this target geography.
Jun 1996 - Jun 2000
May 1990 - Jun 1996
Team & coworkers
Colleagues at SmartTrust®
Other employees you can reach at smarttrustuit.com. View company contacts for 16 employees →
DR
Doug Richter
Colleague at Smarttrust®Greater Chicago Area, United States
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DA
David Ajifu
Colleague at Smarttrust®El Cerrito, California, United States, United States
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CS
Cal Smith
Colleague at Smarttrust®Austin, Texas, United States, United States
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JM
John Mcloughlin
Colleague at Smarttrust®Belmar, New Jersey, United States, United States
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JP
Justin Plante
Colleague at Smarttrust®Charlotte, North Carolina, United States, United States
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KK
Kevin Kowalczyk
Colleague at Smarttrust®Los Angeles Metropolitan Area, United States
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MW
Matthew Wolcott
Colleague at Smarttrust®New York, New York, United States, United States
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CC
Charlotte Carmen
Colleague at Smarttrust®Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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RF
Ronald Farrise
Colleague at Smarttrust®East Northport, New York, United States, United States
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Doug Richter
Colleague at Smarttrust®Greater Chicago Area, United States
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DA
David Ajifu
Colleague at Smarttrust®El Cerrito, California, United States, United States
View →
CS
Cal Smith
Colleague at Smarttrust®Austin, Texas, United States, United States
View →
JM
John Mcloughlin
Colleague at Smarttrust®Belmar, New Jersey, United States, United States
View →
JP
Justin Plante
Colleague at Smarttrust®Charlotte, North Carolina, United States, United States
View →
KK
Kevin Kowalczyk
Colleague at Smarttrust®Los Angeles Metropolitan Area, United States
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MW
Matthew Wolcott
Colleague at Smarttrust®New York, New York, United States, United States
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CC
Charlotte Carmen
Colleague at Smarttrust®Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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RF
Ronald Farrise
Colleague at Smarttrust®East Northport, New York, United States, United States
View →
2 education records
Scott Steele education
Bachelor Of Arts (Ba), Economics/Finance
Hs Diploma
Severna Park High School
FAQ
Frequently asked questions about Scott Steele
Quick answers generated from the profile data available on this page.
What company does Scott Steele work for?
Scott Steele works for SmartTrust®.
What is Scott Steele's role at SmartTrust®?
Scott Steele is listed as Senior Sales Executive Financial Services at SmartTrust®.
What is Scott Steele's email address?
AeroLeads has found 1 work email signal at @calamos.com for Scott Steele at SmartTrust®.
Where is Scott Steele based?
Scott Steele is based in Bellingham, Washington, United States while working with SmartTrust®.
What companies has Scott Steele worked for?
Scott Steele has worked for Smarttrust®, Heritage Wealth Strategies, Dynasty Financial Partners, Calamos Investments, and Trust Company Of The West.
Who are Scott Steele's colleagues at SmartTrust®?
Scott Steele's colleagues at SmartTrust® include Doug Richter, David Ajifu, Cal Smith, John Mcloughlin, and Justin Plante.
How can I contact Scott Steele?
You can use AeroLeads to view verified contact signals for Scott Steele at SmartTrust®, including work email, phone, and LinkedIn data when available.
What schools did Scott Steele attend?
Scott Steele holds Bachelor Of Arts (Ba), Economics/Finance from University Of Maryland Baltimore County.
What skills is Scott Steele known for?
Scott Steele is listed with skills including Mutual Funds, Separately Managed Accounts, Alternative Investments, Financial Advisory, Series 7, Series 63, Asset Allocation, and Investments.
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