Scott Harvey

Client Management Specialist at CAPTRUST

Scott Harvey has a diverse work experience. Scott started their career in 2007 as a Senior in Charge Counselor and Sailing Instructor at Camp Sea Gull, part of the YMCA of the USA National Resource Office. In 2014, they joined Toastmasters International and held various leadership roles, such as Vice President of Education and President of the Capital City Toastmasters Club. In 2013, they joined Fidelity Investments and worked as a Financial Associate 1 in Defined Contribution, then moved up to become a Financial Associate II in High Engagement, and eventually became the Non Qualified Plan Services Lead. Most recently, in 2018, they joined CAPTRUST as a Client Management Specialist.

Scott Harvey attended Rhodes College, where they obtained a Bachelor's degree in Business Administration. Prior to attending Rhodes College, they also attended Ravenscroft School. In addition to their education, Scott Harvey has obtained certifications including the General Securities Representative Exam and the Uniform Securities Agent State Law Exam, both offered by FINRA (Financial Industry Regulatory Authority).

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Timeline

  • Client Management Specialist

    December, 2018 - present