Scott Greenlee Email & Phone Number

Addison, Texas

Applies broad knowledge of financial products, services, and strategies to provide proactive holistic advice and financial planning regarding complex financial issues impacting the affluent market.Conducts comprehensive reviews to include asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies. Provides recommendations for modifications based on member's risk tolerance, goals, objectives and individual preferences.Creates and delivers sales presentations to members and prospects, effectively incorporating needs based selling techniques.Maintains knowledge of competitive landscape and effectively communicates the value of USAA's Wealth Management offerings and how it fits into each member's financial strategy and life planning goals.

Addison, Texas

• Examined financial data and investment risk tolerance for $400,000+ clients.• Transitioned 200+ clients from a prior Relationship Manager. Included phone calls, emails, mail, client seminars and office visits.• Participated in developing, hosting and delivering client seminars and other events.• Prepared comprehensive review of individual client data and utilization of RAA services.

Westlake, Texas

Westlake, Texas

Westlake, Texas

Arlington, Texas

Responsible for marketing and developing 401K and Payroll Services for small businesses. Offered an unbiased comparison and worked with clients to improve the financial benefits of the company..Oversaw the "start-up" plans in the 401K division..Assisted clients in understanding the differences between 401K's, Simple IRA's and SEP's..Sold over 200 401K retirement plans for each of the following years: 2006, 2007, 2008..Educated prospects to Fidelity services and products through face-to-face meetings, local seminars, and cold calling. Developed strategy for prospects business needs.Collaborated with Fidelity Investment Centers to educate clients about additional products and services. Allows client to visualize range of services, that was a "Win-Win"-client walked away happier and a stronger client..Executed high impact meetings via Webex technology. Allows the use of visual presentations delivered to CEO's, Board of Directors and other important decision makers.

Responsible for creating sales opportunities by aligning Fidelity's annuity products and services to match shareholder needs for retirement. Developed strategy for client to generate income with their retirement funds.

Responsible for creating sales opportunities by aligning Fidelity's annuity products and services to match shareholder needs for retirement. Developed strategy for client to generate income with their retirement funds.

Developed and implemented personal investment strategies for clients. Worked with clients to execute options, stocks, mutual funds and fixed income trades.

Responsible for selling Fidelity's mutual funds to retail prospects. Executed mutual fund trades and provided clients with account information and market activity. Initiated research into client problems and provided resolution to satisfy shareholder concerns.

Finance, Finance-Real Estate

Education record