Talk to sales Try for Free
Scott MacIntosh, CFA

Scott MacIntosh, CFA

Co-Founder

Followers of Scott MacIntosh, CFA600 followers
location of Scott MacIntosh, CFACharlotte, North Carolina, United States

Connect with Scott MacIntosh, CFA to Send Message

Connect

Connect with Scott MacIntosh, CFA to Send Message

Connect

  • Timeline

  • About me

    Managing Director, Head of Asset Management, CMLF at Wells Fargo Securities

  • Education

    • Temple University

      1988 - 1990
      BA Finance

    • University of North Carolina at Charlotte - Belk College of Business

      2001 - 2003
      MBA Real Estate and Finance

      Activities and Societies: UNC Charlotte Real Estate Alumni Association

  • Experience

    • Calvin's Coffee's

      Nov 1996 - Dec 2000
      Co-Founder

    • Evergreen Investments

      Apr 1997 - Feb 2005
      Sales Consultant

      Internal Wholesaler - Managed Territory with 200+ registered representatives.Internal Wholesaler of the Year in 2004Total sales of $500,000,000 while at Evergreen

    • Wells Fargo Securities

      Mar 2005 - now

      Head of Asset Management, Commercial Mortgage Loan Finance

      • Managing Director, Head of Asset Management, CMLF

        Jan 2018 - now

      • Director

        Mar 2005 - now

  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute

    • Currently Hold Series 7, 63, 65

      FINRA

  • Honors & Awards

    • Awarded to Scott MacIntosh, CFA
      Wells Fargo Golden Spoke Award Wells Fargo Dec 2015
    • Awarded to Scott MacIntosh, CFA
      Evergreen ISC of the year Evergreen Investmebts Dec 2004