Scott Wolfe

Scott Wolfe Email and Phone Number

Wealth Strategy Associate, UBS @ UBS
Scott Wolfe's Location
Dallas-Fort Worth Metroplex, United States, United States
Scott Wolfe's Contact Details

Scott Wolfe personal email

n/a

Scott Wolfe phone numbers

About Scott Wolfe

Financial Strategist with 8 years of experience analyzing historic and forecasted quantitative and qualitative data in order to structure and trade assets; abiding by compliance regulations, accounting for asset allocation, risk, fees, tax, return on investment, time horizons, liquidity and cash flows.Former active duty and current Army Reserves Operations Officer with 17 years of project management experience in human resources, administrative, logistical, planning, and combat operations. Analyzing and structuring metrics-based data in order to develop products needed to plan, manage and account for over 2,500 personnel and $300 million in capital assets./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Scott Wolfe's Current Company Details
UBS

Ubs

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Wealth Strategy Associate, UBS
Scott Wolfe Work Experience Details
  • Ubs
    Wealth Strategy Associate
    Ubs Nov 2021 - Present
    Zurich, Ch
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  • United States Army Reserve
    Project Manager
    United States Army Reserve Feb 2019 - Present
    Fort Liberty, Nc, Us
    View
  • Citizens Securities, Inc.
    Financial Advisor
    Citizens Securities, Inc. Feb 2018 - Feb 2021
    Us
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2016 - Jan 2018
    New York, Ny, Us
    View
  • Army National Guard
    Human Resource Manager
    Army National Guard Jul 2011 - Jul 2017
    Arlington, Virginia, Us
    View
  • Us Army
    Project Manager
    Us Army Aug 2007 - Jul 2011
    Arlington, Virginia, Us
    View

Scott Wolfe Skills

Military Training Leadership Security Clearance Logistics Army Human Resources Government Management Recruiting Performance Management Employee Relations Policy Afghanistan Military Experience Operational Planning Military Operations Dod Command Data Analysis Project Management Logistics Management Microsoft Office Team Building U.s. Department Of Defense

Scott Wolfe Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Master Of Science In Finance (Msf)
  • Robert Morris University
    Robert Morris University
    Master Of Science In Taxation (Mst)
  • Robert Morris University
    Robert Morris University
    Master Of Business Administration (Mba)
  • Indiana University Of Pennsylvania
    Indiana University Of Pennsylvania
    Bachelor Of Arts In Political Science

Frequently Asked Questions about Scott Wolfe

What company does Scott Wolfe work for?

Scott Wolfe works for Ubs

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

Scott Wolfe's current role is Wealth Strategy Associate, UBS.

What is Scott Wolfe's email address?

Scott Wolfe's email address is sc****@****pnc.com

What is Scott Wolfe's direct phone number?

Scott Wolfe's direct phone number is (614) 255*****

What schools did Scott Wolfe attend?

Scott Wolfe attended Indiana University - Kelley School Of Business, Robert Morris University, Robert Morris University, Indiana University Of Pennsylvania.

What skills is Scott Wolfe known for?

Scott Wolfe has skills like Military, Training, Leadership, Security Clearance, Logistics, Army, Human Resources, Government, Management, Recruiting, Performance Management, Employee Relations.

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