Scott Kasper, MBA

Manager, Client Engagement Practice at Olmstead Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Kansas City, Missouri, United States, US

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Credentials

  • Seismic Certified Administrator
    Seismic
    May, 2021
    - Nov, 2024

Experience

  • Olmstead Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager, Client Engagement Practice
      • May 2021 - Present

      • Solutions consulting • Business enablement solution adoption • Information management • Business Development • Solutions consulting • Business enablement solution adoption • Information management • Business Development

  • Ivy Investments
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Business Development
      • Jul 2006 - Apr 2021

      • Direct sales enablement technology initiatives in support of sales professionals • Create policies and transformative business processes that drive operational excellence • Develop reporting and business analytics to drive productivity improvements • Ability to synthesize business needs into functional product development plans • Design and present training programs and support materials • Direct sales enablement technology initiatives in support of sales professionals • Create policies and transformative business processes that drive operational excellence • Develop reporting and business analytics to drive productivity improvements • Ability to synthesize business needs into functional product development plans • Design and present training programs and support materials

  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Internal Wholesaler
      • Mar 2004 - Jul 2006

      • Execute marketing plans in regional territories• Solicit and service financial advisors to offer sales ideas and marketing strategies.

    • Product Management
      • Aug 2000 - Mar 2004

      • Manage product messaging and communications for ten growth strategy investment products• Define product features and benefits in support of institutional, intermediary and retail sales force

    • Investment Systems Manager
      • Jan 1998 - Aug 2000

      • Manage investment information in support of 20 investment products and investment management teams• Manage team of data analysts

    • Client Services
      • Mar 1992 - Jan 1998

      • Solicit and service business owners with retirement plan development guidance • Service retail consumer clients with investment product knowledge

Education

  • Rockhurst University
    MBA
  • Truman State University
    Bachelor of Business Administration (B.B.A.)

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