Scott Topley

Lead Analyst at Pershing

Scott Topley has a diverse work experience spanning multiple industries. Scott started their career as a Pharmacy Technician at Mast Pharmacy, where they performed various tasks, including medication storage management and customer service. Scott then joined the Pennsylvania Liquor Control Board as a Sales Clerk, excelling in generating revenue and providing product recommendations to customers. After that, they worked as a Teller at TD Bank, handling financial transactions with a strong focus on fraud prevention and attention to detail. Scott gained experience in the financial services industry as a Client Services Intern at Ascensus, where they provided exceptional client service, processed transactions, and practiced effective communication. Scott further expanded their financial expertise as a Client Services Intern at Baker Tilly US, supporting clients with CARES act funding and the Navajo Nation project. Scott then transitioned into a role as a Financial Advisor at Karr Barth Associates, where they provided financial guidance to clients. Most recently, they worked at Merrill Edge as a Life Services Advisor, before moving on to their current role as a Lead Analyst at BNY Mellon | Pershing.

Scott Topley completed their Associate's degree in Business Administration, Management and Operations from Bucks County Community College from 2015 to 2018. Scott then pursued a Bachelor's degree in Finance, General from Fox School of Business at Temple University, where they are enrolled from 2019 to 2023. Additionally, Scott obtained various certifications, including Series 66 - Uniform Combined State Law Exam from NASAA in 2022, Series 7 - General Securities Representative from FINRA in 2021, Bloomberg Market Concepts from Bloomberg LP in 2020, and an Insurance Agent certification from PSI Services LLC in June 2021.

Links

Previous companies

Baker Tilly logo
TD Bank Group logo

Timeline

  • Lead Analyst

    February, 2023 - present

View in org chart