Scott Hemerda
Senior Consultant at PlanPILOT - Better Outcomes, Less Risk
- Role
- Senior Consultant at Planpilot
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Scott Hemerda
Experienced Director with a demonstrated history of working in the financial services…
Experience
Senior Consultant
Jul 2023 — Present · Cape Coral, FL, US
Education
Colorado State University
Bs, Science
2015 — 2019
Skills
- Accounting
- Vendor Management
- Finance
- Series 63
- Nonprofits
- Investments
- Team Building
- Management
- Financial Planning
- Business Process
- Customer Service
- Asset Allocation
- Mutual Funds
- Risk Management
- Team Management
- Relationship Management
- Change Management
- Retirement
- Business Analysis
- Mentoring
- Strategy
- Project Management
- Process Improvement
- Leadership Development
- Asset Management
- Financial Analysis
- Consulting
- Business Relationship Management
- Leadership
- Strategic Planning
- Business Development
- Retirement Planning
- Insurance
- Portfolio Management
- 401k
- 401(K) Retirement Savings Plans
- Securities
- Financial Services
- Crm
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