Scott Opper is a seasoned professional with a strong background in financial advising sales and product/services, accumulating over 20 years of experience in the field.

During his tenure at Envestnet, Scott showcased his expertise in wealth advisory topics and technologies, excelling in relationship building, strategic planning, and leadership roles.

His approach of leveraging innovative thinking, solution-oriented sales skills, and a client-centric mindset has consistently surpassed expectations and delivered exceptional results.

Key areas of his specialization include Financial Advisory Services & Products, Wealth Management, Relationship Building, Leadership, Solution Sales, Strategic Planning, Asset Allocation, New Technologies, Client-Focused strategies, Investing, and Alternative Investments.

Scott is adept at complex problem-solving, effective communication, strategic reporting, roadmap development, forecasting, and in-depth analysis of financial data.

Throughout his career, Scott achieved significant milestones such as driving asset flows at Envestnet from $100M/month to over $8B/month, implementing industry-leading practices on the platform, and spearheading talent acquisition initiatives resulting in the creation of a successful Practice Management Program for advisors.

In his leisure time, Scott enjoys activities like live music, comedy shows, watching documentaries, and spending quality time with his loved ones and friends.

Scott holds a Bachelor's degree in Economics from the University of Wisconsin-Madison and has held various leadership positions at Envestnet, Inc, including Director, Practice Solutions, Senior Vice President, Director of Internal Sales & Consulting, Vice President roles in Internal Sales Management and Regional Consulting, as well as serving in client services roles at Merrill Lynch.

Reach out to Scott at opper9@gmail.com to connect or discuss potential collaborations.