Scott Steele Email & Phone Number

Partner with and empower advisors in WA, ID, MT, WY and CO.

265 York St, Bellingham Wa 98225

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 financial institution where investment services are offered. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.

San Diego, California, United States

Western Us Including Mn, Tx And Co Regions

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 development and sales productivity allowing for individual strengths while providing customized coaching in appropriate areas. Provide a framework for sales success by relying on my success over 24 years in asset management distribution

Md, Dc, Va, De

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.

Eastern North America. Based In Md.

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.

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.

Baltimore, Maryland Area

Senior Financial Advisor Services Representative

Bachelor Of Arts (Ba), Economics/Finance

Activities and Societies: Omicron Delta Epsilon International Honor Society in Economics UMBC Soccer teamStudied Economics.

Hs Diploma

Varsity Soccer