Scott brings over 25 years of experience in the trust, wealth management, consulting, and fintech vendor space. He has partnered with many financial services firms across the country on strategy, visualization, design, development and implementation of new processes and systems. These solutions have enabled clients to lower costs, improve client service and data accuracy, and position clients to lead the industry. Scott gained a multi sourced breadth of experience. As an operations leader with the Capital Group Companies in Los Angeles, Scott led teams supporting the full back office of the firm. He drove business transformation programs, systems implementations and ultimately a full business process and system outsourcing program with State Street Bank in Boston. Scott followed up this experience with over 10 years consulting to leading U.S. custodian, investment management, and trust/wealth management firms. Lastly, prior to joining F2 Strategy, Scott spent five years in professional services aligned business development and sales roles with an industry leading reporting and performance measurement fintech firm. He lives in Fort Myers, Florida.

What are three words that describe how you do your job?   

Consultative, Creative, and Process

What excites you most about the WealthTech industry right now?

I am excited about the possibilities with Artificial Intelligence (AI).

Who or what inspires you in your job?

My clients inspire me.