Scott Painter Email & Phone Number

Dallas/Fort Worth Area

Financial Advisor at Lindus Advisors, Inc., Dallas, TX.

Arlington, Texas, United States

Carrollton, Texas, United States

Dallas, Texas, United States

Guided and assisted seniors in finding a home that they'd love in a local senior living community.

• Led and supported the creation and ongoing business of Alcove Senior Advocates, LLC. – guiding and assisting senior clients in finding the home that they’ll love in a good and appropriate local senior living community.
• Established and developed referral relationships between senior living communities and Alcove Senior Advocates, recommending to clients communities which had been vetted with an onsite visit.
• Provided caring and customized guidance and specific recommendations to local senior living communities based upon our client’s needs, preferences, location, and budget.
• Brought pre-screened and vetted clients to tour the communities which were being specifically recommended.
• Affiliated with NPRA, National Placement & Referral Alliance – Dallas-Fort Worth Chapter (npralliance.org/dfw)

Dallas/Fort Worth Area

• Planned, implemented, and coordinated a varied activity program to meet the physical, mental, spiritual, emotional, social, and intellectual needs of residents.
• Led and performed large and small group and one-on-one activities, exercises, games, and events involving laughter, music, singing, dancing, mental and sensory stimulation, emotional remembrance, physical movement.

Dallas/Fort Worth Area

Associate Financial Advisor at Northwestern Mutual Financial Network - The Texas Financial Group - Dallas

Addison, TX

Financial Representative at Northwestern Mutual Financial Network - The Texas Financial Group - Dallas

* Obtained FINRA Series 65 (Investment Adviser) license.* Worked with clients, senior team members, and brokerage representatives involving account administration, portfolio management, and financial planning activities.* Actively supported Lindus Advisors’ clients on the Fidelity Investments’ Institutional Wealth Services platform using Fidelity.

* Performed full lifecycle recruiting, including sourcing, screening, selecting, resume preparation, rate negotiations, documentation and submission of candidates, for contract, contract-for-hire, and permanent placements, as well as project-related positions, supporting client companies throughout the United States.* Sourced candidates using referrals.

* Performed full lifecycle recruiting, including sourcing, screening, selecting, resume preparation, rate negotiations, and submission of candidates, for contract, contract-for-hire, and permanent placements, as well as project-related positions, supporting client companies throughout the United States.* Functioned as primary liaison to candidates.

* Provided incident and problem management for Treasury & Securities Services/Commercial Banking lines of business, Investor Services division, and Investor Services (Data) Warehouse Production Services.* Managed highest-priority, highest-cost customer-impacting technology problems, achieving faster incident resolution and reducing missed Service Level.

* Served EDS for 12 years in client-focused technology positions with progressively more responsibility and authority, from EDS’ System Engineer Development Program participant to Technical Team Leader & Senior Programmer/Analyst.* Worked onsite in the EDS Employee Administration Systems business group as a Technical Team Leader & Senior Programmer/Analyst.