Scott Pfeil, Cfa Email & Phone Number

Sun Prairie, Wi, Us

Sun Prairie, Wi, Us

Madison, Wisconsin

We have a knack for emotional storytelling, comedic timing, and collaborating on awesome things! Video, Websites, Branding, Digital Marketing and more. Check out our fun, internally created custom website:www.letsbackflip.com

Sun Prairie, Wi

SPECIFIC AREAS OF BUSINESS WHERE I CAN HELP YOU•Business Strategy•Operations Management•Process Innovation and Improvement•Sales•Human Resources•Benefits•Banking•Accounting/Quickbooks•Negotiations with Partners and Customers•Technology•Other areas as identified in our conversationsPERSONALITY TRAITS YOU WILL APPRECIATE IN MY CONSULTING STYLE•Leadership: well-developed character, strategic, courageous, collaborative, fair-minded•Strong… Show more SPECIFIC AREAS OF BUSINESS WHERE I CAN HELP YOU•Business Strategy•Operations Management•Process Innovation and Improvement•Sales•Human Resources•Benefits•Banking•Accounting/Quickbooks•Negotiations with Partners and Customers•Technology•Other areas as identified in our conversationsPERSONALITY TRAITS YOU WILL APPRECIATE IN MY CONSULTING STYLE•Leadership: well-developed character, strategic, courageous, collaborative, fair-minded•Strong business acumen: a highly organized, effective and productive manager •Communication: gifted with an ability and flexibility to easily understand and execute the president or owner's vision in a professional, effective manner •Experienced and logical problem solver with entrepreneurial instincts •Positive attitude: earnest desire to beat expectations, outwork competition and affect positive change Show less

Various

HIGHLIGHTS•Led the investment portion of retirement plan sponsor meetings and plan participant meetings. Worked on a team that developed retirement plan design with small business owners and senior management.•Created and implemented a flagship ETF-based investment approach which enhanced investment returns, increased transparency, lowered client costs, and utilized my investment prowess.•Increased client service with a focus on communication.•Upgraded… Show more HIGHLIGHTS•Led the investment portion of retirement plan sponsor meetings and plan participant meetings. Worked on a team that developed retirement plan design with small business owners and senior management.•Created and implemented a flagship ETF-based investment approach which enhanced investment returns, increased transparency, lowered client costs, and utilized my investment prowess.•Increased client service with a focus on communication.•Upgraded compliance by discovering issues, instituting a more robust process, and following standards across all accounts.•Research and analysis for asset allocation, mutual fund selection, and model portfolio construction.•Provided buy/sell recommendations on a team responsible for stock portfolios of $3 billion.•Communicated stock market updates via presentations, monthly write-ups, and radio segments•Visited companies, interviewed company management teams, attended investment conferences, updated models and other maintenance work, listened to numerous conference calls, analyzed sell-side reports, and presented information to portfolio managers and clients. Show less

ACCOMPLISHMENTS•Tripled profits with significant projects we completed •Improved operations quickly and dramatically under my leadership •Developed dynamic inventory spreadsheets which operate in real time for sales force•Reorganized debt to save time, money and to simplify bookkeeping and balance sheet•Fostered key relationships with international business partners and customers•Closed an office successfully and transitioned smoothly to new people and… Show more ACCOMPLISHMENTS•Tripled profits with significant projects we completed •Improved operations quickly and dramatically under my leadership •Developed dynamic inventory spreadsheets which operate in real time for sales force•Reorganized debt to save time, money and to simplify bookkeeping and balance sheet•Fostered key relationships with international business partners and customers•Closed an office successfully and transitioned smoothly to new people and processesSPECIFIC DUTIES•Manage the day to day operations of a 21 employee, geographically spread out seed company selling to 35 countries around the world•Develop people and improve processes resulting in a significantly better positioned company •Successfully oversee HR and benefits, technology, banking, accounting, bookkeeping, business insurance and several key partner/customer relationships •Exhibit the small company “can do” attitude with the confidence/smarts/tools to research, work through and logically solve numerous complicated problems across a wide spectrum of issues Show less

Master'S Degree, Finance, Investments And Banking

Bachelor Of Science Business Administration, Finance