Scott Liddell

Scott Liddell

Director, Investment Consultant

Role
Director, Investment Product Consultant at Envestnet
Location
New York, NY, US
LinkedIn followers
500 followers

Experience

  1. Director, Investment Product Consultant

    Envestnet

    May 2021 — Present

Education

  • UNH Peter T. Paul College of Business and Economics

    BS, Business Admin

    1996 — 2000

  • Boston College Carroll School of Management

    Master of Science, Finance

    2004 — 2005

Skills

  • Morningstar
  • Bloomberg
  • Investment Strategies
  • Alternative Investments
  • Series 7
  • Investment Management
  • Asset Allocation
  • Mutual Funds
  • Fund Administration
  • Etfs
  • Series 6
  • Equities
  • Portfolio Management
  • Factset
  • Hedge Funds
  • Series 63

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