Scott is a Vice President of Investments at CIM Group. He is responsible for sourcing and executing debt and equity real estate investment opportunities in New York, San Francisco, and Denver. CIM Group invests out of several funds (opportunistic, value add, core, debt, and infrastructure) across all product types (office, retail, apartment, condominium, hotel, and land).

Real Estate, Gaming & Lodging Investment Banking Analyst.

Provide leadership and executive management for an early-stage start-up company with four employees developing cutting-edge GPS solutions for the logistics and transportation industries. Lead operations and strategic direction with full responsibility of bottom-line factors including long-range business planning, product development, and financial budgeting. In charge of price negotiations with all suppliers, identifying strategic partners, and accounting reconciliation for all transactions. Provide monthly, quarterly, and annual reports for founding members.

Provided objective advice to clients and their advisors as a member of the Wealth Management Group within Bernstein, a separate organization of 40+ investment, legal, and tax professionals. Provided analytical and sales support for 200+ financial advisors and associates spanning over 19 offices in the United States and London. Developed strategic plans to optimize income taxation, estate planning, risk management, investment needs and/or charitable giving objectives directly with ultra-high-net-worth clients and their professional advisors. Built complex financial models of clients’ specific situation and evaluate alternatives that enabled the client to pre-experience the value of the planning process. Participated on management team to develop organizational directives, proprietary modeling tools, planning capabilities and new business opportunities.Key Achievements:• Ranked as one of the firm’s top analysts developing complex financial models that led to over $400 million of new assets under management• Recognized as a 'top young talent' and selected for highly competitive two-year Advisor Training Program (September 2007) aimed at crafting relationship skills and building extensive knowledge of investment management• Led formal training sessions for new advisors and associates company-wide covering presentation skills, basics of financial modeling, estate planning, Social Security, and taxes• Extensive expertise in trust-and-estate planning, tax management, philanthropic giving, asset allocation, asset location, employee stock options, single-stock strategies, alternative investments, and retirement planning

Directed day-to-day operations, provided fundamental support for a client base of 600+ accounts, three advisors, and assets under management totaling approximately $700 million. Managed all account transactions with direct client interaction. Conferred with portfolio managers to analyze assets and financial needs to customize an optimal asset allocation focused on maximizing after-tax returns and muting volatility through investment diversification.