Scott Grayson is a high-skilled expert, that works in Scott E Grayson Cfp® as a Principal from 2013. This expert has earned professional experience in more than 18 positions at different companies. Scott Grayson went to the The University of Texas at Austin and got education from 1989. This professional has such qualifications as Certified Public Accountant, Certified Financial Planner, and Chartered Financial Consultant. Atlanta, Georgia is the city, where this professional was lastly known to be located. The professional's e-mail and phone are accessed through this website on demand.
Name variants:
Scotty Grayson
Contact Information
Last Update
Jan 29, 2016
Email
sg**@att.net
Location
Atlanta, GA
Company
Scott E Grayson Cfp®
Workplace
Principal
Work History
Regional Sales Consultant
5925 Carnegie Blvd, Charlotte, NC 28209
Managed a southeastern sales territory for this provider of RIA back office and performance reporting solutions. Primary target market was $100M+ RIA firms. Managed account options included...
Dec 2011 — Jul 2013
Vice President
5900 Wilshire Blvd SUITE 400, Los Angeles, CA 90017
Managed the southeastern territory for a fee-based asset management company. Available investment options included five separate account strategies ranging from traditional stock and bond p...
Mar 2009 — Nov 2010
Vice President
16633 Dallas Pkwy SUITE 700, Addison, TX 75001
Dec 2002 — Nov 2008
Vice President
5555 west Grande Market Dr, Appleton, WI 54913
Led initiative to expand National Planning Corporation
s penetration into the emerging CPA and Enrolled Agent markets. Established the advisory department
s solicitor business model enabl...
2000 — 2001
Director of Cpa Services
6333 Hwy #161, Irving, TX
Developed and implemented a strategic marketing plan to recruit sales representatives for a financial services firm. Created brochures, staffed trade show booths, presented at industry confe...
1991 — 2000
Education
1986 — 1989
1984 — 1986
Occupations
Sales Specialist
Regional Sales Consultant
Advisor
Representative
Sales Representative
Skills
Investment Advisory Services
Separately Managed Accounts
Asset Managment
UMAs
Mutual Funds
Portfolio Management
Asset Allocation
Wealth Management
Securities
Alternative Investments
ETFs
Series 7
Series 63
Financial Services
Relationship Management
Investments
Asset Management
Retirement Planning
Sales
Marketing
Relationship Management
Change Management
Practice Management
Portfolio Analysis
FAQs about Scott Grayson
What's the profession of Scott Grayson?
This professional's job is Principal
What jobs is Scott Grayson proficient at at?
Scott Grayson is proficient at Sales Specialist and Regional Sales Consultant jobs.
Where does Scott Grayson currently live?
Atlanta, Georgia is the place where Scott Grayson lives
What is the professional's email?
The expert's email is sg**@att.net.
How many companies did Scott Grayson work at?
Scott Grayson worked at 18 jobs.
Where has Scott Grayson studied?
Scott studied at the University of Texas at Austin from 1989.
Are there any professional certifications Scott Grayson has?
The professional received the following certifications: Certified Public Accountant, Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Series 7 and 63, and License 064160.
Are there any special industries Scott Grayson is connected to?
Scott works in Financial Services industry.