Scott Monk
Legacy Builder ♦ Retirement Whisperer ♦ Author ♦ Blogger ♦ Founder and CEO at Charis Legacy Partners
- Role
- Founder and CEO at Charis Legacy Partners
- Location
- College Station, TX, US
- LinkedIn followers
- 500 followers
About Scott Monk
Do you, your clients or donors have a desire to be purposeful with wealth and leave a…
Experience
Founder and CEO
Jan 2021 — Present · Scottsdale, AZ, US
Founder of a comprehensive wealth advisory firm specializing in legacy planning. I help my clients craft the story they want their legacy to tell, develop a customized roadmap for getting them there, then walk with them every step of the way to execute on that plan.
Education
Texas A&M University - Mays Business School
Master of Business Administration
2011 — 2012
Texas A&M University
Bachelor of Science
2002 — 2006
Skills
- Data Analysis
- Analysis
- Microsoft Office
- Budgets
- Finance
- Competitive Analysis
- Customer Service
- Equity Research
- Accounting
- Research
- Cash Flow Forecasting
- Investments
- Financial Accounting
- Process Improvement
- Strategic Planning
- Project Management
- Microsoft Excel
- Financial Reporting
- Management Consulting
- Management
- Team Building
- Financial Analysis
- Leadership
- Equity Valuation
- Valuation
- Financial Modeling
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