Please complete the CAPTCHA to continue
@usaa.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Scott Greenlee is listed as Currently Seeking Opportunities in DFW based in Flower Mound, Texas, United States. AeroLeads shows a work email signal at usaa.com and a matched LinkedIn profile for Scott Greenlee.
Scott Greenlee previously worked as Wealth Advisor at Usaa and Relationship Manager at Retirement Advisors Of America. Scott Greenlee holds Finance, Finance-Real Estate from Texas Tech University - Rawls College Of Business.
This section adds company-level context without repeating Scott Greenlee's masked contact details.
AeroLeads found 1 current-domain work email signal for Scott Greenlee. Compare company email patterns before reaching out.
A career as a representative and advisor in retail and wholesale investments in the financial services industry. Significant achievements in marketing and selling portfolios of products and services. Record of excellence in personalized strategies to meet client goals. Impeccable ethics. Areas of expertise include: ― New Business Development ― Sales Strategies ― Client Relationships― Leadership Development ― Risk Management Specialties: Maintains Series 66, Series7, Series 63, CFP, and Insurance Licenses.
A career timeline built from the work history available for this profile.
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.
Addison, 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.
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.
Quick answers generated from the profile data available on this page.
Scott Greenlee is listed as Currently Seeking Opportunities in DFW.
AeroLeads has found 1 work email signal at @usaa.com for Scott Greenlee.
Scott Greenlee is based in Flower Mound, Texas, United States.
Scott Greenlee has worked for Usaa, Retirement Advisors Of America, Fidelity Investments, and Merrill Lynch.
You can use AeroLeads to view verified contact signals for Scott Greenlee, including work email, phone, and LinkedIn data when available.
Scott Greenlee holds Finance, Finance-Real Estate from Texas Tech University - Rawls College Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Scott Greenlee you were looking for.
