Scott Willard

Scott willard

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location of Scott WillardEncinitas, California, United States
Phone number of Scott Willard+91 xxxx xxxxx
Followers of Scott Willard795 followers
  • Timeline

    Jun 1982 - Jan 1988

    Odd Jobs

    Self-employed
    Jun 1986 - Oct 1993

    Assistant Golf Professional

    Cottonwood Hills Public Golf Course
    Jan 1988 - Jun 1989

    Gas Station Attendant

    Sinclair Oil Corporation
    Jan 1989 - Jan 1991

    Delivery Specialist

    Culligan of Bozeman
    Jan 1990 - Jan 1991

    Bartender/cook

    Spectators Sports Bar & Grill
    Sept 1990 - Sept 1991

    Intern

    Rocky Mountain Timberlands
    Sept 1991 - May 1992

    Intern

    D.A. Davidson Companies
    Oct 1993 - Mar 1999

    PGA Professional - Marketing/Tournament Coordinator

    The Resort at Pelican Hill
    Mar 1999 - Mar 2001

    PGA Head Golf Professional

    Fairmont Grand Del Mar
    Mar 2001 - Jan 2008

    Specialty Care Sales

    Boehringer Ingelheim
    Jan 2008 - Feb 2013

    Independant, Multiple Line Claims Adjuster

    Montana Claims Services
    Feb 2013 - Jan 2015

    Medical Device Sales Representative

    LifeLine Sciences LLC
    Jan 2015 - Jun 2016

    Vice President

    Team Grow Inc.
    Jun 2016 - Sept 2019

    Business Development Consultant

    Orofacial Therapeutics, LP
    Sept 2019 - Nov 2023

    Director at Assets Maker

    Assets Maker
    Current Company
    Nov 2023 - now

    Business Development Manager

    Assurity Plus
  • About me

    Tailoring financial plans to each client’s unique situation and long-term goals and values

  • Education

    • Monforton elementary school

      1978 - 1984
      3.5

      Activities and Societies: Recess, PE, lunch. I was also fortunate enough to have parents who were willing to coach me in baseball, football and basketball. I attended Monforton Elementary School from 2nd through 8th grade. My second grade class consisted of 14 students. After 7 years of attending this school I graduated with 12 of the original students.

    • Longfellow elementary school

      1977 - 1978
      Kindergarten through 1st

      Activities and Societies: Math, science, story time and snack time. I had a great teacher in 1st grade, my first crush. She provided me a love for story time, math and science. I excelled at snack time and on the playground. My family moved the beginning of my 2nd grade year and I enrolled at Monforton Elementary School.

    • North idaho college

      1988 - 1989
      Associate of arts - aa 3.2

      Activities and Societies: Baseball, intramural sports, work study After high school I attended NIC to pursue my love of playing baseball. An injury during Spring ball derailed my efforts. Although it was the end of my baseball career, it was the beginning of my golf career. At NIC I took any job that would help pay my bills. I worked at a bed and breakfast during the evenings and weekends. I was also part of a work study program that afforded me the opportunity to be a part of a team that rebuilt a sale boat. Looking back at my time at NIC, it… Show more After high school I attended NIC to pursue my love of playing baseball. An injury during Spring ball derailed my efforts. Although it was the end of my baseball career, it was the beginning of my golf career. At NIC I took any job that would help pay my bills. I worked at a bed and breakfast during the evenings and weekends. I was also part of a work study program that afforded me the opportunity to be a part of a team that rebuilt a sale boat. Looking back at my time at NIC, it was a few of the most challenging times of my college career, but also the most rewarding. Show less

    • Montana state university-bozeman

      1989 - 1992
      Bachelor of science business finance 3.0

      Activities and Societies: Sigma Chi Fraternity, Intramural Sports (basketball, football, baseball, volleyball and chess), Interned at Rocky Mountain Timberlands and D.A. Davidson I completed college in 4 years. I paid all of my expenses by working at Culligan, Cottonwood Hills and Spectators Sports Bar and Grill. I also interned at Rocky Mountain Timberlands (1991) and D.A. Davidson (1992).

    • Bozeman high school

      1984 - 1988
      Graduated college prep. 3.0

      Activities and Societies: I participated in the DECA Club and worked on the 1988 yearbook with the Journalism Club. I played football, basketball, baseball, track and golf. I thoroughly enjoyed high school and keep in touch with many of my classmates.

  • Experience

    • Self-employed

      Jun 1982 - Jan 1988
      Odd jobs

      Starting in 6th grade I filled my summers with as many odd jobs as I could get (and my parents would drive me to). I mowed lawns, pulled weeds, split fire wood and shoveled snow. I also worked with a landscape crew laying concrete.

    • Cottonwood hills public golf course

      Jun 1986 - Oct 1993
      Assistant golf professional

      I started working at Cottonwood Hills during summers in high school. This opportunity is where I acquired my love for golf which has been a lifetime passion. I began working on the grounds crew mowing greens, tee boxes, fairways and picking up range balls. In 2009 I transferred into the proshop and enrolled in the PGA Apprentice Program. I oversaw tee times, rental carts and the driving range. When I wasn't working behind the counter I custom made golf clubs, taught lessons and facilitated clinics through the Bozeman recreation department. Show less

    • Sinclair oil corporation

      Jan 1988 - Jun 1989
      Gas station attendant

      Sinclair Service Station was the only gas station in Bozeman that would fill tanks for their customers. Not only did I fill tanks, I washed windows, put air in tires, sold snacks and cleaned the bathrooms. Closing consisted of balancing the days receipts which included recording the amount of gas used versus the amount of sold.

    • Culligan of bozeman

      Jan 1989 - Jan 1991
      Delivery specialist

      My employment at Culligan helped me pay for my way through college. I managed the water fulfillment program, delivered salt and provided maintenance to water softener systems.

    • Spectators sports bar & grill

      Jan 1990 - Jan 1991
      Bartender/cook

      At Spectators I bartended serving beer and wine. I also made burgers, pizza, salads and appetizers as well as cleaned the grill, mopped the floors and maintained the bathrooms. This was one of my most productive experiences in college. I had three jobs and was taking 16 credits in the business school at Montana State University.

    • Rocky mountain timberlands

      Sept 1990 - Sept 1991
      Intern

      Rocky Mountain Timberlands specializes in selling 20+ acre parcels of land (ranchettes). I helped facilitate the transaction process by coordinating documentation with clients and communicating with the appropriate title company.

    • D.a. davidson companies

      Sept 1991 - May 1992
      Intern

      I helped facilitate client transactions, provided client support by answering basic questions and managed client distribution for former investment advisors. I was also proficient at making coffee and cleaning the break room.

    • The resort at pelican hill

      Oct 1993 - Mar 1999
      Pga professional - marketing/tournament coordinator

      I was responsible for a $2M+ marketing budget, 120+ tournaments/year. I taught clinics with Dave Pelz, Dean Reinmuth, Butch Harmon, Glenn Deck and Dr. David Wright.* 1993 Best New Golf Course (Golf Digest)* 1995 National Merchandiser of the Year (Golf Digest)

    • Fairmont grand del mar

      Mar 1999 - Mar 2001
      Pga head golf professional

      The Fairmont Grand Del Mar is a 5 star hotel with a Tom Fazio designed, 18 hole golf facility. I was hired to facilitate the pre-opening of golf amenities which included a proshop, merchandising, cart, and player assistant staff of 30+ employees. I was also responsible for yearly budgets as well as monthly variance reports for yearly revenues of $3M+/year.

    • Boehringer ingelheim

      Mar 2001 - Jan 2008
      Specialty care sales

      Responsible for selling COPD, emphysema, blood pressure, and arthritis products to Orthopedic Surgeons, Cardiologists, Pulmonologists, Rheumatologists, primary care physicians, pharmacists, as well as supporting staff. Hired experts to communicate the company marketing position to targeted physicians. Attended national trade shows and educational seminars.* Established arthritic formulary status for the state of Wyoming.* Established high blood pressure formulary status on 4 Indian reservations throughout Montana and Wyoming. * Facilitated the launch of arthritic drug at Malstrom Air Force Base (DoD).* Awarded the 2005 representative of the year award for the Billings District in the Rocky Mountain Region. Show less

    • Montana claims services

      Jan 2008 - Feb 2013
      Independant, multiple line claims adjuster

      Closed an average of 30 cases per quarter through leveraging strong organizational and communication skills. Executed all aspects of investigating, analyzing, and determining the extent of company's liability concerning personal, casualty, or property loss/damages.Investigations: Investigated claims, conducted field audits, determined losses, and reported findings.Data Gathering & Assessment: Conducted interviews and gathered detailed information; reviewed data to verify validity of claims and determine case management actions.Negotiations & Settlements: Advised on settlement offers and negotiated payment arrangements; drafted statement of loss to summarize damages, payments, and underlying policy coverage. Show less

    • Lifeline sciences llc

      Feb 2013 - Jan 2015
      Medical device sales representative

      Cultivated new business partnerships through leveraging industry contacts and diligently initiating follow-up. Collaborated with Regional Manager on formulating strategic business plans centralized on achieving continually evolving KPI targets for an expansive territory.Data Gathering & Customer Engagement: Support product efficacy and safety through gathering, documenting, and delivering up-to-date research and clinical trial data to customer base. Brand Awareness & Program Development: Accelerated brand awareness as a result of developing and initiating marketing programs encompassing trade shows, roundtables, and webinars. Show less

    • Team grow inc.

      Jan 2015 - Jun 2016
      Vice president

      Generate $5M in annual sales and oversee a workforce of 1,500 consultants as an independent consultant for dermatologists Dr. Katie Rodan and Dr. Kathy Fields of Rodan + Fields skincare product line. Spearheaded and launched four full-scope product additions for new market expansion, effectively driving $2M in incremental sales volume; successfully achieved the prestigious “RFx Circle Award.”Market Planning & New Business Development: Pioneer market planning and research centralized on zeroing-in on new business opportunities.Performance Management & Strategic Planning: Establish performance goals and deliver a diverse range of tactics for achieving milestones; continually analyze development strategy efficacy and develop alternative approaches to consistently exceed goals.Digital Marketing: Conceptualize, develop, and initiate specialized digital marketing plans integrated with SEO, social media platforms, and video campaigns.New Markets & Retail Channels: Utilize finely tuned expertise with strategic planning, competitive analysis, and product concepts to penetrate new markets and retail channels.Budgeting & Payroll: Govern all aspects of budget management/utilization and payroll operations. Show less

    • Orofacial therapeutics, lp

      Jun 2016 - Sept 2019
      Business development consultant

      Spearheaded negotiations and all facets of set up for international and domestic distribution channels. Partnered with multiple high-profile international distributors, including Canada (Dental Savings Club), India (DueDent), Poland (Jenerix), and the UK (Prestige Dental); domestic channels included Apex Dental Sleep Lab, Benco Dental, eie2, The Pankey Institute, True Function Laboratory, Surgical Tools, and Ultimate Dental.Government Purchasing: Secured government purchasing via Surgical Tools for the VA/DOD/GSA.Business Development: Drove business development objectives through facilitating QuickSplint, Speed to Treat Protocol, and continuing educational courses at numerous Universities.Technology Solutions: Integrated company products with customer websites, effectively creating interactive pages that maximized site visitors and new business opportunities.Social Media Marketing & Digital Advertising: Navigated social media campaigns and accounts for a diverse range of clientele; developed and launched strategic digital marketing plans incorporating SEO, social media platforms, and video campaigns. Show less

    • Assets maker

      Sept 2019 - Nov 2023
      Director at assets maker

      • Developed comprehensive financial plans for clients to maximize wealth and retirement savings through tax reduction strategies.• Implemented cost-saving strategies to help clients achieve their financial goals efficiently.• Collaborated with clients to understand their financial needs and provide personalized solutions.• Achieved a 20% increase in client wealth and retirement savings through strategic financial planning.

    • Assurity plus

      Nov 2023 - now
      Business development manager

      • Developed client-focused financial wellness plans at Assurity Plus, aligning with long-term goals and values.• Led business development initiatives to drive growth and increase client satisfaction.• Implemented strategies to enhance financial literacy and promote financial well-being among clients.

  • Licenses & Certifications

    • Google - foundations of digital marketing and e-commerce

      Coursera
      Oct 2023
      View certificate certificate
    • Independent adjuster

      The state of idaho
      Jan 2010
    • Independent adjuster

      State of montana
      Jan 2010
    • Life-only agent

      California department of insurance
      Apr 2020
    • Pga class a golf professional

      Pga of america
      Jan 1997
  • Volunteer Experience

    • Videographer

      Issued by San Dieguito High Academy on Oct 2017
      San Dieguito High AcademyAssociated with Scott Willard
    • Volunteer

      Issued by Bozeman School Foundation on Jan 2008
      Bozeman School FoundationAssociated with Scott Willard
    • Board Member

      Issued by Valley View Golf Club on Jan 2008
      Valley View Golf ClubAssociated with Scott Willard
    • Basketball Coach

      Issued by Boys & Girls Clubs of America on Jan 2012
      Boys & Girls Clubs of AmericaAssociated with Scott Willard
    • Basketball Coach

      Issued by Flora Vista Elementary School on Sept 2012
      Flora Vista Elementary SchoolAssociated with Scott Willard