Summarize Cfp® Scott Leak’s background before I meet with them
Sign In
Get Started →
Profile Image for Cfp® Scott Leak

Cfp® Scott Leak

Senior Consultant at FP Transitions
Omaha, Nebraska, United States
Is this your profile? Claim it now
This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize Cfp® Scott Leak’s background before I meet with them
Profile Image for Cfp® Scott Leak

Cfp® Scott Leak

Senior Consultant at FP Transitions
Omaha, Nebraska, United States
SummaryAI Assisted Badge

Scott Leak is a CFP professional with a wealth of experience in managing sales teams across the country. Based out of TD Ameritrade's headquarters in Omaha, NE, he helps financial advisors identify and implement industry best practices in areas such as marketing/business development, operational efficiency, succession planning, and technology solutions. Leak and his team travel frequently to meet and work with independent advisors in their respective geographic regions. Leak has extensive experience in sales and marketing, organizational management, and situational sales negotiation.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.