Scott Caloway
Executive Director, Client Advisor - DCIO and Retirement Plan Recordkeeping Platform Sales at J.P. Morgan Asset Management
- Role
- Executive Director, Retirement Plan Client Advisor at J.P. Morgan Asset Management
- Location
- Canton, GA, US
- LinkedIn followers
- 500 followers
About Scott Caloway
Industry professional with over 25 years of corporate retirement plan experience, distributing retirement plan products and services through advisors and consultants in the Southeast. Focus on retirement recordkeeping platform and DCIO sales. Proven experience in sales, sales leadership, relationship management, investments, participant education and plan design. Committed to helping advisors and plan sponsors design and implement retirement programs that help participants achieve retirement success.
Experience
Executive Director, Retirement Plan Client Advisor
May 2016 — Present · Atlanta, GA, US
Corporate retirement plan sales covering the Southeastern U.S.Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide (collectively “JPM”).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for US audience only, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy specific to any individual investor’s needs. Posts relating to J.P. Morgan Funds are for informational purposes only, not a specific recommendation/solicitation of J.P. Morgan Funds, investors should ensure they understand key risks and consult a retail financial representative before making any investment decisions (including investing in a Fund or strategy).JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills, awards or Rankings are not indications of future results.\"Likes\",\"Favorites\", shares or similar functionality should not be considered an endorsement of JPM products or services. Additional disclosures and important information, can be found here: https://am.jpmorgan.com/us/en/asset-management/per/site-disclaimer/
Education
University of Delaware
B.S.
Skills
- Sales
- Retirement
- Defined Benefit Plans
- Financial Services
- 403 B
- 401k
- Non-Qualified Deferred Compensation
- Investments
- Retirement Planning
- Defined Contribution
- Tax Exempt Plans
- Esop
- Series 7
- Series 24
- Pension Plans
- Asset Allocation
- Mutual Funds
- Series 66
- Deferred Compensation Plans
- Executive Benefit Strategies
- Business Development
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