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Andrew Scott
Wealth Strategy Associate at UBS Financial Services Inc.
Andrew Scott is a Reporting Specialist at UBS Financial Services, Inc., based in Nashville, Tennessee. In his role, he is responsible for organizing and entering various types of investments, including mutual funds, stock trades, bond orders, and annuity contracts. Additionally, he reviews products to ensure they meet client needs.13
Professional Background
- Current Position: Reporting Specialist at UBS Financial Services, Inc.
- Experience: Andrew has been involved in the financial services industry since at least 1999 and has held various positions within UBS, including roles related to client reporting and wealth strategy.4
Education
Andrew Scott studied at Southern Methodist University, where he developed a foundation for his career in finance.2
Overall, Andrew Scott's expertise lies in investment organization and client reporting within a major financial institution.
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Location
Nashville, Tennessee, United States
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