Scott Burkhardt, CFA, CAIA

Experience

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  MassMutual

  Jan 2008 - Feb 2012

  Financial Services Professional

  Financial Advisor in charge of helping individuals and small businesses manage risks and assets through investments, and insurance products. Worked with clients on a daily basis to find in depth facts about their financial situation and created solutions. In charge of creating planning documents for the client, analyzing the data to create solutions, and new client acquisition. Educated clients on everything from IRA’s, 401k’s, health insurance, life insurance, disability insurance, long term care, mutual funds, and 529’s. Show less

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  Scottrade

  Feb 2012 - Nov 2012

  Stock Broker

  Stock Broker assisting clients and prospects reach their financial goals. I worked with clients to provide great customer service in setting up their new accounts, educating clients on trading concepts and Scottrade services, and actively worked to gather more assets to the firm. Presented seminars to clients on a regular basis.

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  First Allied Securities, Inc.

  Nov 2012 - Aug 2015

  Due Diligence Analyst

  Due Diligence Analyst reviewing products and presenting results to management on the investment committee to determine if the firm should allow advisors to sell the product. Perform analysis on numerous factors, including: financial analysis, legal documents, regulatory items, current market opportunity, investment metrics, product manager/sponsor, and other product specific items, Products reviewed included debt REITs, equity REITs, business development companies, private oil & gas partnerships, real estate LLCs, 1031 exchanges, mutual funds, variable annuities, variable life insurance, hedge funds, managed futures, and third party money managers. Show less

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  Edward Jones

  Aug 2015 - now

  • Senior Analyst - Product Review

    Feb 2018 - now

  • Analyst - Product Review

    Aug 2015 - now