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Scott C Stocklin, 6212 Patrick Dr, Northborough, MA 01532

Related to:
Matthew R Tallman 32 Reid S Wischnowsky 58 Bradley J Stocklin 26

Scott Stocklin Phones & Addresses

12 Patrick Dr, Northboro, MA 01532    508-3937156   

Northborough, MA   

Ocean Isle Beach, NC   

Bethesda, MD   

8027 Patuxent Landing Loop, Laurel, MD 20724   

Columbia, MD   

12 Patrick Dr, Northborough, MA 01532    508-2849721   

Work

Position: Administration/Managerial

Education

Degree: Graduate or professional degree
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Mentions for Scott C Stocklin

Scott Stocklin resumes & CV records

Resumes

Scott Stocklin Photo 15

Northborough, Massachusetts

Location:
Northborough, MA
Industry:
Financial Services
Work:
Charles Schwab
Field Vice President - Relationship Management Voya Financial Mar 2013 - Jun 2015
Relationship Manager Financial Analytics Oct 2010 - Feb 2013
Consultant Fidelity Investments Jul 2006 - Mar 2009
Vice President and Relationship Manager Fidelity Investments Mar 2005 - Mar 2006
Director, Stock Plan Services Fidelity Investments Mar 1999 - Mar 2005
Senior Client Services Manager Fidelity Investments Oct 1995 - Mar 1999
Branch Manager First Maryland Bancorp 1992 - 1995
Area Manager Morgan Stanley 1987 - 1992
Account Executive 1987 - 1992
Northborough, Massachusetts
Education:
Gw Investment Institute
Master of Business Administration, Masters, Finance University of Maryland
Bachelors, Bachelor of Science, Engineering
Skills:
Financial Services, 401K, Mutual Funds, Retirement, Pensions, Compliance, Defined Benefit, Outsourcing, Plan Administration, Retirement Planning, Investments, Asset Allocation, Benefits Administration, Financial Planning, Benchmarking, Client Service, Securities, Series 63, Finra, Insurance, Series 7, Erisa, Brokerage, Investment Strategies, Process Improvement, Business Analysis, Investment Advisory, Wealth Management, Defined Contribution, Relationship Management, Alternative Investments, Strategic Financial Planning, Financial Advisory, Series 6, Fixed Income, Asset Management, Investment Management, Fixed Annuities, Portfolio Management, Series 24, Employee Benefits
Certifications:
Level Ii Cfa Candidate
Six Sigma Green Belt
Finra Series 7
Series 7
Series 8
Series 24
Series 63
Series 65
Series 66
Scott Stocklin Photo 16

Scott Stocklin

Scott Stocklin Photo 17

Scott Stocklin

Possible Relatives

Donald L Stocklin  Mark L Stocklin  Mary B Stocklin  Raymond J Stocklin  Scott D Johnson  Scott A Stanard  Scott B Standley  Scott D Johnston  Scott R Stanek  Scott M Stanfield 

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