Cepa Scott Sandee is a eficient professional, working in Capital Group main office of which is in 2. as a Senior Vice President - Investment Counselor since 2018. Cepa Scott Sandee gained professional experience in more than seven positions at different companies. Cepa Scott Sandee went to the The Wharton School and got education from 2010 to 2010. Cepa has these professional qualifications: Cfp Board, Investment Management Consultants Association, and Financial Industry Regulatory Authority (Finra). Chicago, Illinois is the city, where this person was lastly known to settle. The professional's phone and email are easily accessed through this website on demand.
Name variants:
Cepa Sandee
Contact Information
Workplace
Colleagues
Work History
Senior Vice President - Investment Counselor
333 south Hope St, Los Angeles, CA 90071
from Oct 2018
Senior Wealth Director
200 Park Ave, New York, NY 10016
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon le...
Jul 2016 — Sep 2018
Senior Vice President and Wealth Strategist
50 south La Salle St, Chicago, IL 60603
Feb 2010 — Mar 2015
Education
2010 — 2010
1992 — 1996
Occupations
Executive
Senior Vice President
Counselor
Accountant
Finance and Accounting Specialist
Director
Managers
Leader
Vice President
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Wealth Management
Investment Management
Portfolio Management
Investment Strategies
Asset Allocation
Alternative Investments
Asset Management
Finance
Private Banking
Multi Generational Wealth Transfer
Wealth
Investments
Mutual Funds
Equities
Financial Services
Financial Planning
Financial Advisory
Series 7
Etfs
Series 66
Series 31
Estate Planning
Financial Analysis
Securities
Fixed Income
Banking
Investment Advisory
Risk Management
Retirement Planning
Hedge Funds
FAQs about Cepa Scott Sandee
What is the main profession of Cepa Scott Sandee?
The expert is a Senior Vice President - Investment Counselor.
What jobs is Cepa Scott Sandee proficient at at?
Cepa Scott Sandee is proficient at such jobs as Executive and Senior Vice President.
Where does Cepa Scott Sandee currently live?
Chicago, Illinois is the place where Cepa Scott Sandee currently lives
How many companies did Cepa Scott Sandee work at?
The professional worked at seven jobs.
Where has Cepa Scott Sandee studied?
Cepa studied at the Wharton School from 2010 to 2010.
Are there any professional certifications, that Cepa Scott Sandee has?
Cepa received the following certifications: Cfp Board, Investment Management Consultants Association, Financial Industry Regulatory Authority (Finra), and Certified Financial Planner®.
Are there any special industries Cepa Scott Sandee is connected to?
This person works in Financial Services industry.
What are special skills of Cepa Scott Sandee?
Cepa Scott Sandee has such skills as Wealth Management, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation, Alternative Investments, and Asset Management.