Bio
Generated by
Topline AI
Scott Weissman is a seasoned finance professional with over 22 years of experience in wealth management, commercial lending, and credit analysis. He holds a Bachelor of Arts degree from Indiana University Bloomington. Weissman has held executive director and partner positions at prominent financial institutions, including Morgan Stanley and Matrix Private Capital Group.
Experience
-
Matrix Private Capital Group
-
United States
-
Partner
-
Apr 2019 - Present
-
United States
Awarded with Forbes 2019 Best in State
-
-
-
Morgan Stanley
-
United States
-
Executive Director, Certified Financial Planner™, Wealth Advisor
-
Aug 1996 - Apr 2019
-
United States
-
-
-
Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA)
-
United States
-
Commercial Loan Officer
-
Jan 1994 - Jan 1996
-
United States
-
-
-
ABN AMRO Bank N.V.
-
United States
-
Credit Analyst
-
Dec 1992 - Dec 1993
-
United States
-
-
Education
-
1988 - 1992Indiana University Bloomington
Bachelor of Arts - BA, English and Sociology
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now