Andrew Scott

Andrew Scott

Director, Segmentation Strategy - High Net Worth Clients
San Francisco, California, United States

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Work Experience

Charles Schwab

Director, Segmentation Strategy - High Net Worth Clients

2022-06-01 - Present

Kaiser Associates

Consultant / Senior Consultant

2018-05-01 - 2019-07-01

Coleman Research

Research Analyst/Research Associate/Associate Project Manager

2014-06-01 - 2016-09-01

Strategic Marketing Innovations, Inc. (SMI)

Government Relations Intern

2014-01-01 - 2014-04-01

Center for Strategic and International Studies (CSIS)

Research Consultant

2013-06-01 - 2014-06-01

Council on Foreign Relations

Intern

2012-09-01 - 2012-12-01

U.S. Army Peacekeeping and Stability Operations Institute

Research Intern

2011-06-01 - 2011-07-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English