Scott oversees the Investor Services & Transfer Agency functions for UMB Fund Services.
Scott previously served the Company in the roles of Client Relations Manager, Global Relationship Manager, and Vice President / Head of Client Servicing & Operations. Before joining UMB Fund Services in 2005, he served as a relationship manager and director of business development with a national broker-dealer.
ICI Transfer Agency Advisory Committee
DTCC AIP Executive Advisory Board
NICSA Midwest Regional Committee
Series 7 – General Securities Registered Representative
Series 24 - General Securities Principal
Series 63 - Uniform Securities Agent
Scott earned a bachelor’s degree in economics from the University of Minnesota and an MBA from the University of Phoenix.